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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 | $86,479 | $88,754-2.6% | $81,820+5.7% | $145,877-40.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.05% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,019 | $3,085-67.0% | $2,915-65.0% | $4,663-78.1% |
| Participant deferral / active EE | $5,082 | $4,648+9.3% | $4,323+17.6% | $6,691-24.0% |
| Admin fee / account holder | $2,986 | $8,424-64.5% | $7,391-59.6% | $13,402-77.7% |