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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 | $117,764 | $88,710+32.8% | $81,783+44.0% | $145,959-19.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.74% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,730 | $3,083-11.5% | $2,913-6.3% | $4,661-41.4% |
| Participant deferral / active EE | $3,841 | $4,645-17.3% | $4,320-11.1% | $6,689-42.6% |
| Admin fee / account holder | $7,142 | $8,407-15.0% | $7,380-3.2% | $13,398-46.7% |