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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 | $76,462 | $88,702-13.8% | $81,780-6.5% | $145,978-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.25% | 1029.12%-1016.9pp | 776.27%-764.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $9,862 | $3,084+219.7% | $2,914+238.5% | $4,662+111.6% |
| Participant deferral / active EE | $8,791 | $4,645+89.3% | $4,321+103.5% | $6,690+31.4% |
| Admin fee / account holder | $30,564 | $8,414+263.2% | $7,384+313.9% | $13,400+128.1% |