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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 | $77,242 | $88,702-12.9% | $81,780-5.5% | $145,978-47.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.38% | 1029.12%-1013.7pp | 776.27%-760.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $8,751 | $3,084+183.7% | $2,914+200.3% | $4,662+87.7% |
| Participant deferral / active EE | $8,295 | $4,645+78.6% | $4,321+92.0% | $6,690+24.0% |
| Admin fee / account holder | $4,012 | $8,414-52.3% | $7,384-45.7% | $13,400-70.1% |