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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 | $70,677 | $88,702-20.3% | $81,780-13.6% | $145,978-51.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.29% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,399 | $3,084+42.6% | $2,914+51.0% | $4,662-5.6% |
| Participant deferral / active EE | $8,369 | $4,645+80.2% | $4,321+93.7% | $6,690+25.1% |
| Admin fee / account holder | $14,083 | $8,414+67.4% | $7,384+90.7% | $13,400+5.1% |