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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 | $63,293 | $100,911-37.3% | $90,440-30.0% | $158,966-60.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.43% | 1726.62%-1712.2pp | 1294.38%-1280.0pp | 302.95%-288.5pp |
| Employer contribution / active EE | $3,097 | $3,690-16.1% | $3,263-5.1% | $4,762-35.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,442 | $6,507-62.5% | $5,615-56.5% | $11,250-78.3% |