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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 | $95,098 | $88,815+7.1% | $81,882+16.1% | $145,897-34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.18% | 1033.75%-1012.6pp | 779.47%-758.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $2,127 | $3,086-31.1% | $2,916-27.1% | $4,663-54.4% |
| Participant deferral / active EE | $3,247 | $4,647-30.1% | $4,323-24.9% | $6,689-51.5% |
| Admin fee / account holder | $2,847 | $8,434-66.2% | $7,360-61.3% | $13,390-78.7% |