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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 | $94,845 | $88,702+6.9% | $81,780+16.0% | $145,978-35.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.70% | 1029.12%-1019.4pp | 776.27%-766.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $13,176 | $3,084+327.2% | $2,914+352.2% | $4,662+182.6% |
| Participant deferral / active EE | $9,305 | $4,645+100.3% | $4,321+115.4% | $6,690+39.1% |
| Admin fee / account holder | $4,297 | $8,414-48.9% | $7,384-41.8% | $13,400-67.9% |