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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 | $200,119 | $88,778+125.4% | $81,844+144.5% | $145,884+37.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $3,776 | $3,087+22.3% | $2,916+29.5% | $4,662-19.0% |
| Participant deferral / active EE | $8,957 | $4,648+92.7% | $4,323+107.2% | $6,690+33.9% |
| Admin fee / account holder | $3,676 | $8,430-56.4% | $7,355-50.0% | $13,392-72.6% |