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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 | $76,842 | $88,702-13.4% | $81,780-6.0% | $145,978-47.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.42% | 1029.12%-1015.7pp | 776.27%-762.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $3,858 | $3,084+25.1% | $2,914+32.4% | $4,662-17.2% |
| Participant deferral / active EE | $9,017 | $4,645+94.1% | $4,321+108.7% | $6,690+34.8% |
| Admin fee / account holder | $2,082 | $8,414-75.3% | $7,384-71.8% | $13,400-84.5% |