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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 | $81,354 | $88,754-8.3% | $81,820-0.6% | $145,877-44.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.96% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $5,796 | $3,085+87.9% | $2,915+98.8% | $4,663+24.3% |
| Participant deferral / active EE | $6,625 | $4,648+42.5% | $4,323+53.3% | $6,691-1.0% |
| Admin fee / account holder | $688 | $8,424-91.8% | $7,391-90.7% | $13,402-94.9% |