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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 | $80,322 | $100,911-20.4% | $90,440-11.2% | $158,966-49.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.77% | 1726.62%-1702.8pp | 1294.38%-1270.6pp | 302.95%-279.2pp |
| Employer contribution / active EE | $4,008 | $3,690+8.6% | $3,263+22.8% | $4,762-15.8% |
| Participant deferral / active EE | $10,028 | $4,348+130.6% | $3,964+153.0% | $5,983+67.6% |
| Admin fee / account holder | $2,015 | $6,507-69.0% | $5,615-64.1% | $11,250-82.1% |