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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 | $103,005 | $124,175-17.0% | $108,405-5.0% | $167,536-38.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.72% | 1380.13%-1368.4pp | 905.55%-893.8pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,609 | $4,188-61.6% | $3,559-54.8% | $4,839-66.8% |
| Participant deferral / active EE | $7,346 | $6,908+6.3% | $6,563+11.9% | $6,342+15.8% |
| Admin fee / account holder | $1,463 | $9,457-84.5% | $7,297-79.9% | $12,315-88.1% |