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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 | $88,815+106.5% | $81,882+124.0% | $145,897+25.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1033.75%-1016.4pp | 779.47%-762.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,965 | $3,086-3.9% | $2,916+1.7% | $4,663-36.4% |
| Participant deferral / active EE | $7,699 | $4,647+65.7% | $4,323+78.1% | $6,689+15.1% |
| Admin fee / account holder | $2,340 | $8,434-72.3% | $7,360-68.2% | $13,390-82.5% |