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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 | $77,357 | $100,938-23.4% | $90,461-14.5% | $158,982-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.14% | 1727.20%-1718.1pp | 1294.76%-1285.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $3,007 | $3,691-18.5% | $3,264-7.9% | $4,763-36.9% |
| Participant deferral / active EE | $900 | $4,350-79.3% | $3,964-77.3% | $5,983-85.0% |
| Admin fee / account holder | $2,746 | $6,510-57.8% | $5,617-51.1% | $11,252-75.6% |