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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 | $104,914 | $88,702+18.3% | $81,780+28.3% | $145,978-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.23% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $6,338 | $3,084+105.5% | $2,914+117.5% | $4,662+36.0% |
| Participant deferral / active EE | $11,270 | $4,645+142.6% | $4,321+160.8% | $6,690+68.5% |
| Admin fee / account holder | $1,813 | $8,414-78.5% | $7,384-75.4% | $13,400-86.5% |