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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 | $88,754+7.1% | $81,820+16.2% | $145,877-34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.18% | 1031.77%-1010.6pp | 777.93%-756.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,127 | $3,085-31.1% | $2,915-27.0% | $4,663-54.4% |
| Participant deferral / active EE | $3,247 | $4,648-30.1% | $4,323-24.9% | $6,691-51.5% |
| Admin fee / account holder | $2,847 | $8,424-66.2% | $7,391-61.5% | $13,402-78.8% |