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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 | $78,033 | $88,710-12.0% | $81,783-4.6% | $145,959-46.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $5,769 | $3,083+87.1% | $2,913+98.1% | $4,661+23.8% |
| Participant deferral / active EE | $17,232 | $4,645+271.0% | $4,320+298.9% | $6,689+157.6% |
| Admin fee / account holder | $8,077 | $8,407-3.9% | $7,380+9.4% | $13,398-39.7% |