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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 | $167,377 | $97,761+71.2% | $83,850+99.6% | $135,382+23.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.60% | 1287.44%-1279.8pp | 850.92%-843.3pp | 519.77%-512.2pp |
| Employer contribution / active EE | $3,895 | $4,222-7.7% | $3,631+7.3% | $4,779-18.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,041 | $6,674-39.5% | $5,478-26.2% | $10,829-62.7% |