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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 | $121,018 | $97,732+23.8% | $83,831+44.4% | $135,380-10.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.44% | 1287.56%-1280.1pp | 850.99%-843.5pp | 519.81%-512.4pp |
| Employer contribution / active EE | $3,231 | $4,222-23.5% | $3,631-11.0% | $4,779-32.4% |
| Participant deferral / active EE | $2,526 | $4,683-46.1% | $4,082-38.1% | $5,609-55.0% |
| Admin fee / account holder | $7,923 | $6,675+18.7% | $5,479+44.6% | $10,828-26.8% |