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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 | $155,479 | $88,710+75.3% | $81,783+90.1% | $145,959+6.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.04% | 1027.26%-1011.2pp | 775.05%-759.0pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,656 | $3,083-46.3% | $2,913-43.1% | $4,661-64.5% |
| Participant deferral / active EE | $2,332 | $4,645-49.8% | $4,320-46.0% | $6,689-65.1% |
| Admin fee / account holder | $8,784 | $8,407+4.5% | $7,380+19.0% | $13,398-34.4% |