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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 | $79,121 | $100,938-21.6% | $90,461-12.5% | $158,982-50.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.19% | 1727.20%-1714.0pp | 1294.76%-1281.6pp | 302.99%-289.8pp |
| Employer contribution / active EE | $3,453 | $3,691-6.5% | $3,264+5.8% | $4,763-27.5% |
| Participant deferral / active EE | $3,347 | $4,350-23.0% | $3,964-15.6% | $5,983-44.1% |
| Admin fee / account holder | $2,606 | $6,510-60.0% | $5,617-53.6% | $11,252-76.8% |