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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 | $83,554 | $100,938-17.2% | $90,461-7.6% | $158,982-47.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.59% | 1727.20%-1712.6pp | 1294.76%-1280.2pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,034 | $3,691-17.8% | $3,264-7.0% | $4,763-36.3% |
| Participant deferral / active EE | $4,466 | $4,350+2.7% | $3,964+12.7% | $5,983-25.4% |
| Admin fee / account holder | $3,075 | $6,510-52.8% | $5,617-45.3% | $11,252-72.7% |