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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 | $68,932 | $100,938-31.7% | $90,461-23.8% | $158,982-56.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.75% | 1727.20%-1716.5pp | 1294.76%-1284.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $13,392 | $3,691+262.8% | $3,264+310.3% | $4,763+181.2% |
| Participant deferral / active EE | $3,023 | $4,350-30.5% | $3,964-23.7% | $5,983-49.5% |
| Admin fee / account holder | $11,055 | $6,510+69.8% | $5,617+96.8% | $11,252-1.7% |