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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 | $193,618 | $88,778+118.1% | $81,844+136.6% | $145,884+32.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.05% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,202 | $3,087+3.7% | $2,916+9.8% | $4,662-31.3% |
| Participant deferral / active EE | $10,456 | $4,648+124.9% | $4,323+141.8% | $6,690+56.3% |
| Admin fee / account holder | $1,082 | $8,430-87.2% | $7,355-85.3% | $13,392-91.9% |