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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 | $93,932 | $88,754+5.8% | $81,820+14.8% | $145,877-35.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.41% | 1031.77%-1015.4pp | 777.93%-761.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $7,456 | $3,085+141.7% | $2,915+155.8% | $4,663+59.9% |
| Participant deferral / active EE | $5,829 | $4,648+25.4% | $4,323+34.8% | $6,691-12.9% |
| Admin fee / account holder | $5,581 | $8,424-33.7% | $7,391-24.5% | $13,402-58.4% |