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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 | $81,094 | $88,710-8.6% | $81,783-0.8% | $145,959-44.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.91% | 1027.26%-1015.4pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,576 | $3,083+48.4% | $2,913+57.1% | $4,661-1.8% |
| Participant deferral / active EE | $3,606 | $4,645-22.4% | $4,320-16.5% | $6,689-46.1% |
| Admin fee / account holder | $644 | $8,407-92.3% | $7,380-91.3% | $13,398-95.2% |