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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 | $166,338 | $73,421+126.6% | $66,439+150.4% | $155,188+7.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 8.81% | 1382.37%-1373.6pp | 757.66%-748.9pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,634 | $3,039-46.2% | $2,637-38.0% | $4,248-61.5% |
| Participant deferral / active EE | $2,088 | $4,680-55.4% | $3,876-46.1% | $6,531-68.0% |
| Admin fee / account holder | $3,179 | $8,856-64.1% | $6,173-48.5% | $14,480-78.0% |