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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 | $85,589 | $88,702-3.5% | $81,780+4.7% | $145,978-41.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.82% | 1029.12%-1010.3pp | 776.27%-757.4pp | 550.52%-531.7pp |
| Employer contribution / active EE | $7,615 | $3,084+146.9% | $2,914+161.4% | $4,662+63.4% |
| Participant deferral / active EE | $10,246 | $4,645+120.6% | $4,321+137.1% | $6,690+53.2% |
| Admin fee / account holder | $3,260 | $8,414-61.3% | $7,384-55.8% | $13,400-75.7% |