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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 | $56,387 | $100,938-44.1% | $90,461-37.7% | $158,982-64.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.66% | 1727.20%-1719.5pp | 1294.76%-1287.1pp | 302.99%-295.3pp |
| Employer contribution / active EE | $10,718 | $3,691+190.3% | $3,264+228.4% | $4,763+125.0% |
| Participant deferral / active EE | $2,143 | $4,350-50.7% | $3,964-45.9% | $5,983-64.2% |
| Admin fee / account holder | $56,532 | $6,510+768.4% | $5,617+906.5% | $11,252+402.4% |