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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 | $207,824 | $88,815+134.0% | $81,882+153.8% | $145,897+42.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.52% | 1033.75%-1018.2pp | 779.47%-764.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,156 | $3,086-30.1% | $2,916-26.1% | $4,663-53.8% |
| Participant deferral / active EE | $4,350 | $4,647-6.4% | $4,323+0.6% | $6,689-35.0% |
| Admin fee / account holder | $4,238 | $8,434-49.7% | $7,360-42.4% | $13,390-68.3% |