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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 | $88,710+134.3% | $81,783+154.1% | $145,959+42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.52% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,156 | $3,083-30.1% | $2,913-26.0% | $4,661-53.7% |
| Participant deferral / active EE | $4,350 | $4,645-6.3% | $4,320+0.7% | $6,689-35.0% |
| Admin fee / account holder | $4,238 | $8,407-49.6% | $7,380-42.6% | $13,398-68.4% |