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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 | $104,897 | $76,368+37.4% | $67,681+55.0% | $154,746-32.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.45% | 1066.77%-1052.3pp | 590.58%-576.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $6,627 | $3,151+110.3% | $2,678+147.4% | $4,379+51.3% |
| Participant deferral / active EE | $2,280 | $4,824-52.7% | $3,976-42.7% | $6,730-66.1% |
| Admin fee / account holder | $11,631 | $8,559+35.9% | $6,100+90.7% | $14,365-19.0% |