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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 | $81,253 | $72,426+12.2% | $67,560+20.3% | $145,897-44.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.25% | 7226.78%-7211.5pp | 3533.50%-3518.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,234 | $3,074+5.2% | $2,737+18.2% | $4,663-30.6% |
| Participant deferral / active EE | $10,817 | $4,785+126.1% | $4,004+170.1% | $6,689+61.7% |
| Admin fee / account holder | $8,011 | $5,514+45.3% | $3,994+100.6% | $13,390-40.2% |