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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 | $109,275 | $100,895+8.3% | $90,430+20.8% | $158,950-31.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.10% | 1725.54%-1716.4pp | 1293.73%-1284.6pp | 302.91%-293.8pp |
| Employer contribution / active EE | $9,961 | $3,689+170.0% | $3,262+205.4% | $4,762+109.2% |
| Participant deferral / active EE | $10,056 | $4,347+131.3% | $3,963+153.8% | $5,983+68.1% |
| Admin fee / account holder | $606 | $6,505-90.7% | $5,613-89.2% | $11,248-94.6% |