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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 | $50,322 | $100,938-50.1% | $90,461-44.4% | $158,982-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.79% | 1727.20%-1717.4pp | 1294.76%-1285.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $3,331 | $3,691-9.8% | $3,264+2.1% | $4,763-30.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $679 | $6,510-89.6% | $5,617-87.9% | $11,252-94.0% |