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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 | $88,702+5.9% | $81,780+14.9% | $145,978-35.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.41% | 1029.12%-1012.7pp | 776.27%-759.9pp | 550.52%-534.1pp |
| Employer contribution / active EE | $7,456 | $3,084+141.7% | $2,914+155.9% | $4,662+59.9% |
| Participant deferral / active EE | $5,829 | $4,645+25.5% | $4,321+34.9% | $6,690-12.9% |
| Admin fee / account holder | $5,581 | $8,414-33.7% | $7,384-24.4% | $13,400-58.4% |