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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 | $109,473 | $97,729+12.0% | $83,830+30.6% | $135,379-19.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.56% | 1287.52%-1283.0pp | 850.97%-846.4pp | 519.79%-515.2pp |
| Employer contribution / active EE | $17,954 | $4,222+325.3% | $3,631+394.5% | $4,779+275.7% |
| Participant deferral / active EE | $7,517 | $4,683+60.5% | $4,082+84.2% | $5,609+34.0% |
| Admin fee / account holder | $11,408 | $6,674+70.9% | $5,479+108.2% | $10,828+5.4% |