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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 | $90,586 | $88,702+2.1% | $81,780+10.8% | $145,978-37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.28% | 1029.12%-1016.8pp | 776.27%-764.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $10,921 | $3,084+254.1% | $2,914+274.8% | $4,662+134.3% |
| Participant deferral / active EE | $8,114 | $4,645+74.7% | $4,321+87.8% | $6,690+21.3% |
| Admin fee / account holder | $26,713 | $8,414+217.5% | $7,384+261.8% | $13,400+99.3% |