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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 | $78,009 | $100,938-22.7% | $90,461-13.8% | $158,982-50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.75% | 1727.20%-1713.5pp | 1294.76%-1281.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $3,837 | $3,691+3.9% | $3,264+17.6% | $4,763-19.4% |
| Participant deferral / active EE | $8,381 | $4,350+92.7% | $3,964+111.4% | $5,983+40.1% |
| Admin fee / account holder | $1,389 | $6,510-78.7% | $5,617-75.3% | $11,252-87.7% |