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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 | $91,359 | $72,426+26.1% | $67,560+35.2% | $145,897-37.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.94% | 7226.78%-7209.8pp | 3533.50%-3516.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,760 | $3,074-42.8% | $2,737-35.7% | $4,663-62.3% |
| Participant deferral / active EE | $2,869 | $4,785-40.0% | $4,004-28.3% | $6,689-57.1% |
| Admin fee / account holder | $3,653 | $5,514-33.7% | $3,994-8.5% | $13,390-72.7% |