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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 | $183,440 | $88,710+106.8% | $81,783+124.3% | $145,959+25.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,965 | $3,083-3.8% | $2,913+1.8% | $4,661-36.4% |
| Participant deferral / active EE | $7,699 | $4,645+65.8% | $4,320+78.2% | $6,689+15.1% |
| Admin fee / account holder | $2,340 | $8,407-72.2% | $7,380-68.3% | $13,398-82.5% |