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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 | $74,502 | $88,702-16.0% | $81,780-8.9% | $145,978-49.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1029.12%-1016.7pp | 776.27%-763.8pp | 550.52%-538.1pp |
| Employer contribution / active EE | $3,243 | $3,084+5.1% | $2,914+11.3% | $4,662-30.4% |
| Participant deferral / active EE | $9,923 | $4,645+113.6% | $4,321+129.7% | $6,690+48.3% |
| Admin fee / account holder | $35,745 | $8,414+324.8% | $7,384+384.1% | $13,400+166.7% |