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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 | $95,355 | $73,421+29.9% | $66,439+43.5% | $155,188-38.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 10.75% | 1382.37%-1371.6pp | 757.66%-746.9pp | 148.84%-138.1pp |
| Employer contribution / active EE | $2,454 | $3,039-19.2% | $2,637-6.9% | $4,248-42.2% |
| Participant deferral / active EE | $9,099 | $4,680+94.4% | $3,876+134.7% | $6,531+39.3% |
| Admin fee / account holder | $8,645 | $8,856-2.4% | $6,173+40.0% | $14,480-40.3% |