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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 | $201,296 | $88,778+126.7% | $81,844+146.0% | $145,884+38.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.27% | 1033.03%-1005.8pp | 778.87%-751.6pp | 551.85%-524.6pp |
| Employer contribution / active EE | $1,292 | $3,087-58.1% | $2,916-55.7% | $4,662-72.3% |
| Participant deferral / active EE | $4,034 | $4,648-13.2% | $4,323-6.7% | $6,690-39.7% |
| Admin fee / account holder | $4,465 | $8,430-47.0% | $7,355-39.3% | $13,392-66.7% |