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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 | $156,180 | $88,754+76.0% | $81,820+90.9% | $145,877+7.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.00% | 1031.77%-1016.8pp | 777.93%-762.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,156 | $3,085+2.3% | $2,915+8.3% | $4,663-32.3% |
| Participant deferral / active EE | $3,982 | $4,648-14.3% | $4,323-7.9% | $6,691-40.5% |
| Admin fee / account holder | $6,662 | $8,424-20.9% | $7,391-9.9% | $13,402-50.3% |