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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 | $69,261 | $88,710-21.9% | $81,783-15.3% | $145,959-52.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1027.26%-1017.6pp | 775.05%-765.4pp | 561.95%-552.2pp |
| Employer contribution / active EE | $13,956 | $3,083+352.6% | $2,913+379.2% | $4,661+199.4% |
| Participant deferral / active EE | $7,688 | $4,645+65.5% | $4,320+78.0% | $6,689+14.9% |
| Admin fee / account holder | $728 | $8,407-91.3% | $7,380-90.1% | $13,398-94.6% |