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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 | $163,955 | $88,778+84.7% | $81,844+100.3% | $145,884+12.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.74% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $2,653 | $3,087-14.0% | $2,916-9.0% | $4,662-43.1% |
| Participant deferral / active EE | $4,526 | $4,648-2.6% | $4,323+4.7% | $6,690-32.3% |
| Admin fee / account holder | $1,192 | $8,430-85.9% | $7,355-83.8% | $13,392-91.1% |