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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 | $70,487 | $88,702-20.5% | $81,780-13.8% | $145,978-51.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.55% | 1029.12%-1006.6pp | 776.27%-753.7pp | 550.52%-528.0pp |
| Employer contribution / active EE | $3,606 | $3,084+16.9% | $2,914+23.7% | $4,662-22.7% |
| Participant deferral / active EE | $5,223 | $4,645+12.4% | $4,321+20.9% | $6,690-21.9% |
| Admin fee / account holder | $3,225 | $8,414-61.7% | $7,384-56.3% | $13,400-75.9% |