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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 | $79,813 | $100,938-20.9% | $90,461-11.8% | $158,982-49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.67% | 1727.20%-1719.5pp | 1294.76%-1287.1pp | 302.99%-295.3pp |
| Employer contribution / active EE | $1,951 | $3,691-47.1% | $3,264-40.2% | $4,763-59.0% |
| Participant deferral / active EE | $11,550 | $4,350+165.5% | $3,964+191.3% | $5,983+93.0% |
| Admin fee / account holder | $140,205 | $6,510+2053.8% | $5,617+2396.2% | $11,252+1146.1% |