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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 | $125,409 | $88,702+41.4% | $81,780+53.3% | $145,978-14.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.44% | 1029.12%-1017.7pp | 776.27%-764.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $4,020 | $3,084+30.3% | $2,914+38.0% | $4,662-13.8% |
| Participant deferral / active EE | $6,435 | $4,645+38.5% | $4,321+48.9% | $6,690-3.8% |
| Admin fee / account holder | $752 | $8,414-91.1% | $7,384-89.8% | $13,400-94.4% |