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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 | $81,862 | $88,815-7.8% | $81,8820% | $145,897-43.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.80% | 1033.75%-1019.9pp | 779.47%-765.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,702 | $3,086+19.9% | $2,916+26.9% | $4,663-20.6% |
| Participant deferral / active EE | $12,702 | $4,647+173.3% | $4,323+193.8% | $6,689+89.9% |
| Admin fee / account holder | $590 | $8,434-93.0% | $7,360-92.0% | $13,390-95.6% |