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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 | $110,592 | $100,911+9.6% | $90,440+22.3% | $158,966-30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.40% | 1726.62%-1715.2pp | 1294.38%-1283.0pp | 302.95%-291.5pp |
| Employer contribution / active EE | $5,606 | $3,690+51.9% | $3,263+71.8% | $4,762+17.7% |
| Participant deferral / active EE | $9,976 | $4,348+129.4% | $3,964+151.7% | $5,983+66.7% |
| Admin fee / account holder | $597 | $6,507-90.8% | $5,615-89.4% | $11,250-94.7% |