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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 | $82,367 | $88,710-7.2% | $81,783+0.7% | $145,959-43.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.18% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $6,276 | $3,083+103.6% | $2,913+115.5% | $4,661+34.7% |
| Participant deferral / active EE | $16,103 | $4,645+246.7% | $4,320+272.7% | $6,689+140.7% |
| Admin fee / account holder | $15,385 | $8,407+83.0% | $7,380+108.5% | $13,398+14.8% |