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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 | $128,481 | $88,702+44.8% | $81,780+57.1% | $145,978-12.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $19,432 | $3,084+530.0% | $2,914+566.9% | $4,662+316.8% |
| Participant deferral / active EE | $13,475 | $4,645+190.1% | $4,321+211.9% | $6,690+101.4% |
| Admin fee / account holder | $1,049 | $8,414-87.5% | $7,384-85.8% | $13,400-92.2% |