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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,695 | $102,595+61.5% | $94,057+76.2% | $154,746+7.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.15% | 583.42%-572.3pp | 480.62%-469.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,706 | $3,147-14.0% | $2,933-7.7% | $4,379-38.2% |
| Participant deferral / active EE | $2,229 | $5,118-56.4% | $4,709-52.7% | $6,730-66.9% |
| Admin fee / account holder | $2,720 | $7,736-64.8% | $7,244-62.5% | $14,365-81.1% |