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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 | $104,188 | $96,388+8.1% | $80,627+29.2% | $139,466-25.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1352.08%-1334.7pp | 936.76%-919.4pp | 373.66%-356.3pp |
| Employer contribution / active EE | $2,085 | $3,260-36.0% | $2,723-23.4% | $4,754-56.1% |
| Participant deferral / active EE | $6,990 | $5,224+33.8% | $4,443+57.3% | $6,712+4.1% |
| Admin fee / account holder | $6,644 | $6,603+0.6% | $5,381+23.5% | $11,409-41.8% |