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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 | $184,767 | $99,017+86.6% | $86,587+113.4% | $147,585+25.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.72% | 1312.37%-1298.7pp | 964.86%-951.1pp | 578.56%-564.8pp |
| Employer contribution / active EE | $1,085 | $3,132-65.4% | $2,839-61.8% | $4,876-77.7% |
| Participant deferral / active EE | $3,090 | $3,972-22.2% | $3,609-14.4% | $5,439-43.2% |
| Admin fee / account holder | $1,075 | $5,710-81.2% | $4,906-78.1% | $10,885-90.1% |