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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 | $81,546 | $88,710-8.1% | $81,783-0.3% | $145,959-44.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.87% | 1027.26%-1015.4pp | 775.05%-763.2pp | 561.95%-550.1pp |
| Employer contribution / active EE | $9,472 | $3,083+207.2% | $2,913+225.2% | $4,661+103.2% |
| Participant deferral / active EE | $9,472 | $4,645+103.9% | $4,320+119.2% | $6,689+41.6% |
| Admin fee / account holder | $1,995 | $8,407-76.3% | $7,380-73.0% | $13,398-85.1% |