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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 | $88,754+106.7% | $81,820+124.2% | $145,877+25.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1031.77%-1014.4pp | 777.93%-760.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,965 | $3,085-3.9% | $2,915+1.7% | $4,663-36.4% |
| Participant deferral / active EE | $7,699 | $4,648+65.7% | $4,323+78.1% | $6,691+15.1% |
| Admin fee / account holder | $2,340 | $8,424-72.2% | $7,391-68.3% | $13,402-82.5% |