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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 | $156,180 | $88,778+75.9% | $81,844+90.8% | $145,884+7.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.00% | 1033.03%-1018.0pp | 778.87%-763.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,156 | $3,087+2.2% | $2,916+8.2% | $4,662-32.3% |
| Participant deferral / active EE | $3,982 | $4,648-14.3% | $4,323-7.9% | $6,690-40.5% |
| Admin fee / account holder | $6,662 | $8,430-21.0% | $7,355-9.4% | $13,392-50.3% |