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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 | $140,789 | $88,710+58.7% | $81,783+72.1% | $145,959-3.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 15.00% | 1027.26%-1012.3pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $5,284 | $3,083+71.4% | $2,913+81.4% | $4,661+13.4% |
| Participant deferral / active EE | $9,735 | $4,645+109.6% | $4,320+125.3% | $6,689+45.6% |
| Admin fee / account holder | $4,192 | $8,407-50.1% | $7,380-43.2% | $13,398-68.7% |