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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 | $115,154 | $88,710+29.8% | $81,783+40.8% | $145,959-21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.63% | 1027.26%-1006.6pp | 775.05%-754.4pp | 561.95%-541.3pp |
| Employer contribution / active EE | $3,579 | $3,083+16.1% | $2,913+22.9% | $4,661-23.2% |
| Participant deferral / active EE | $1,215 | $4,645-73.9% | $4,320-71.9% | $6,689-81.8% |
| Admin fee / account holder | $4,863 | $8,407-42.2% | $7,380-34.1% | $13,398-63.7% |