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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 | $94,794 | $76,368+24.1% | $67,681+40.1% | $154,746-38.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.48% | 1066.77%-1051.3pp | 590.58%-575.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,813 | $3,151-10.8% | $2,678+5.0% | $4,379-35.8% |
| Participant deferral / active EE | $12,199 | $4,824+152.9% | $3,976+206.8% | $6,730+81.3% |
| Admin fee / account holder | $21,497 | $8,559+151.2% | $6,100+252.4% | $14,365+49.6% |