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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 | $193,077 | $88,778+117.5% | $81,844+135.9% | $145,884+32.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $3,017 | $3,087-2.3% | $2,916+3.4% | $4,662-35.3% |
| Participant deferral / active EE | $7,267 | $4,648+56.3% | $4,323+68.1% | $6,690+8.6% |
| Admin fee / account holder | $1,782 | $8,430-78.9% | $7,355-75.8% | $13,392-86.7% |