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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 | $201,296 | $88,702+126.9% | $81,780+146.1% | $145,978+37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.27% | 1029.12%-1001.9pp | 776.27%-749.0pp | 550.52%-523.3pp |
| Employer contribution / active EE | $1,292 | $3,084-58.1% | $2,914-55.6% | $4,662-72.3% |
| Participant deferral / active EE | $4,034 | $4,645-13.2% | $4,321-6.6% | $6,690-39.7% |
| Admin fee / account holder | $4,465 | $8,414-46.9% | $7,384-39.5% | $13,400-66.7% |