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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 | $100,868-23.3% | $90,414-14.4% | $158,931-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.14% | 1724.58%-1715.4pp | 1293.19%-1284.0pp | 302.86%-293.7pp |
| Employer contribution / active EE | $3,007 | $3,689-18.5% | $3,262-7.8% | $4,761-36.9% |
| Participant deferral / active EE | $900 | $4,348-79.3% | $3,963-77.3% | $5,982-85.0% |
| Admin fee / account holder | $2,746 | $6,502-57.8% | $5,611-51.1% | $11,247-75.6% |