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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 | $80,160 | $88,702-9.6% | $81,780-2.0% | $145,978-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.30% | 1029.12%-1015.8pp | 776.27%-763.0pp | 550.52%-537.2pp |
| Employer contribution / active EE | $5,085 | $3,084+64.8% | $2,914+74.5% | $4,662+9.1% |
| Participant deferral / active EE | $2,135 | $4,645-54.0% | $4,321-50.6% | $6,690-68.1% |
| Admin fee / account holder | $1,484 | $8,414-82.4% | $7,384-79.9% | $13,400-88.9% |