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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 | $105,628 | $88,754+19.0% | $81,820+29.1% | $145,877-27.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.47% | 1031.77%-1010.3pp | 777.93%-756.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,222 | $3,085-28.0% | $2,915-23.8% | $4,663-52.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,336 | $8,424-60.4% | $7,391-54.9% | $13,402-75.1% |