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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 | $72,832 | $88,702-17.9% | $81,780-10.9% | $145,978-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.71% | 1029.12%-1012.4pp | 776.27%-759.6pp | 550.52%-533.8pp |
| Employer contribution / active EE | $2,927 | $3,084-5.1% | $2,914+0.5% | $4,662-37.2% |
| Participant deferral / active EE | $3,961 | $4,645-14.7% | $4,321-8.3% | $6,690-40.8% |
| Admin fee / account holder | $3,384 | $8,414-59.8% | $7,384-54.2% | $13,400-74.7% |