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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 | $74,534 | $88,702-16.0% | $81,780-8.9% | $145,978-48.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.36% | 1029.12%-1011.8pp | 776.27%-758.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $4,031 | $3,084+30.7% | $2,914+38.3% | $4,662-13.5% |
| Participant deferral / active EE | $1,643 | $4,645-64.6% | $4,321-62.0% | $6,690-75.4% |
| Admin fee / account holder | $1,312 | $8,414-84.4% | $7,384-82.2% | $13,400-90.2% |