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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 | $65,766 | $100,911-34.8% | $90,440-27.3% | $158,966-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.28% | 1726.62%-1713.3pp | 1294.38%-1281.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $4,475 | $3,690+21.3% | $3,263+37.1% | $4,762-6.0% |
| Participant deferral / active EE | $4,906 | $4,348+12.8% | $3,964+23.8% | $5,983-18.0% |
| Admin fee / account holder | $828 | $6,507-87.3% | $5,615-85.3% | $11,250-92.6% |