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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 | $193,077 | $88,710+117.6% | $81,783+136.1% | $145,959+32.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.72% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,017 | $3,083-2.2% | $2,913+3.6% | $4,661-35.3% |
| Participant deferral / active EE | $7,267 | $4,645+56.4% | $4,320+68.2% | $6,689+8.6% |
| Admin fee / account holder | $1,782 | $8,407-78.8% | $7,380-75.9% | $13,398-86.7% |