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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 | $52,037 | $100,911-48.4% | $90,440-42.5% | $158,966-67.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.71% | 1726.62%-1717.9pp | 1294.38%-1285.7pp | 302.95%-294.2pp |
| Employer contribution / active EE | $3,905 | $3,690+5.8% | $3,263+19.7% | $4,762-18.0% |
| Participant deferral / active EE | $1,593 | $4,348-63.4% | $3,964-59.8% | $5,983-73.4% |
| Admin fee / account holder | $11,099 | $6,507+70.6% | $5,615+97.7% | $11,250-1.3% |