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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 | $84,217 | $100,911-16.5% | $90,440-6.9% | $158,966-47.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.41% | 1726.62%-1713.2pp | 1294.38%-1281.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $5,200 | $3,690+40.9% | $3,263+59.4% | $4,762+9.2% |
| Participant deferral / active EE | $6,599 | $4,348+51.8% | $3,964+66.5% | $5,983+10.3% |
| Admin fee / account holder | $10,363 | $6,507+59.2% | $5,615+84.6% | $11,250-7.9% |