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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 | $99,880 | $88,702+12.6% | $81,780+22.1% | $145,978-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.33% | 1029.12%-1018.8pp | 776.27%-765.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $6,616 | $3,084+114.5% | $2,914+127.0% | $4,662+41.9% |
| Participant deferral / active EE | $16,178 | $4,645+248.3% | $4,321+274.4% | $6,690+141.8% |
| Admin fee / account holder | $1,029 | $8,414-87.8% | $7,384-86.1% | $13,400-92.3% |