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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 | $69,952 | $88,710-21.1% | $81,783-14.5% | $145,959-52.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1027.26%-1012.8pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $9,337 | $3,083+202.8% | $2,913+220.6% | $4,661+100.3% |
| Participant deferral / active EE | $7,108 | $4,645+53.0% | $4,320+64.5% | $6,689+6.3% |
| Admin fee / account holder | $1,000 | $8,407-88.1% | $7,380-86.5% | $13,398-92.5% |