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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 | $184,055 | $88,710+107.5% | $81,783+125.1% | $145,959+26.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 33.24% | 1027.26%-994.0pp | 775.05%-741.8pp | 561.95%-528.7pp |
| Employer contribution / active EE | $7,827 | $3,083+153.9% | $2,913+168.7% | $4,661+67.9% |
| Participant deferral / active EE | $5,104 | $4,645+9.9% | $4,320+18.1% | $6,689-23.7% |
| Admin fee / account holder | $757 | $8,407-91.0% | $7,380-89.7% | $13,398-94.4% |