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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 | $115,620 | $88,754+30.3% | $81,820+41.3% | $145,877-20.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.67% | 1031.77%-1019.1pp | 777.93%-765.3pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,380 | $3,085+9.6% | $2,915+16.0% | $4,663-27.5% |
| Participant deferral / active EE | $9,194 | $4,648+97.8% | $4,323+112.7% | $6,691+37.4% |
| Admin fee / account holder | $3,901 | $8,424-53.7% | $7,391-47.2% | $13,402-70.9% |