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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 | $86,245 | $76,368+12.9% | $67,681+27.4% | $154,746-44.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.08% | 1066.77%-1049.7pp | 590.58%-573.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $7,015 | $3,151+122.6% | $2,678+161.9% | $4,379+60.2% |
| Participant deferral / active EE | $13,825 | $4,824+186.6% | $3,976+247.7% | $6,730+105.4% |
| Admin fee / account holder | $2,611 | $8,559-69.5% | $6,100-57.2% | $14,365-81.8% |