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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 | $66,948 | $88,702-24.5% | $81,780-18.1% | $145,978-54.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.66% | 1029.12%-1011.5pp | 776.27%-758.6pp | 550.52%-532.9pp |
| Employer contribution / active EE | $6,706 | $3,084+117.4% | $2,914+130.1% | $4,662+43.8% |
| Participant deferral / active EE | $13,189 | $4,645+183.9% | $4,321+205.2% | $6,690+97.1% |
| Admin fee / account holder | $1,594 | $8,414-81.1% | $7,384-78.4% | $13,400-88.1% |