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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 | $116,329 | $234,190-50.3% | $180,320-35.5% | $198,609-41.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 16.38% | 1057.44%-1041.1pp | 778.54%-762.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,603 | $5,258-69.5% | $4,108-61.0% | $5,055-68.3% |
| Participant deferral / active EE | $4,409 | $4,988-11.6% | $4,304+2.4% | $6,977-36.8% |
| Admin fee / account holder | $11,393 | $12,558-9.3% | $10,000+13.9% | $19,030-40.1% |