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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 | $108,761 | $88,702+22.6% | $81,780+33.0% | $145,978-25.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.68% | 1029.12%-1016.4pp | 776.27%-763.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $5,549 | $3,084+79.9% | $2,914+90.4% | $4,662+19.0% |
| Participant deferral / active EE | $3,142 | $4,645-32.4% | $4,321-27.3% | $6,690-53.0% |
| Admin fee / account holder | $50,494 | $8,414+500.1% | $7,384+583.8% | $13,400+276.8% |