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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 | $72,885 | $100,895-27.8% | $90,430-19.4% | $158,950-54.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.42% | 1725.54%-1706.1pp | 1293.73%-1274.3pp | 302.91%-283.5pp |
| Employer contribution / active EE | $7,408 | $3,689+100.8% | $3,262+127.1% | $4,762+55.6% |
| Participant deferral / active EE | $12,950 | $4,347+197.9% | $3,963+226.8% | $5,983+116.5% |
| Admin fee / account holder | $733 | $6,505-88.7% | $5,613-86.9% | $11,248-93.5% |