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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 | $68,810 | $100,895-31.8% | $90,430-23.9% | $158,950-56.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.42% | 1725.54%-1711.1pp | 1293.73%-1279.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $4,346 | $3,689+17.8% | $3,262+33.2% | $4,762-8.7% |
| Participant deferral / active EE | $3,382 | $4,347-22.2% | $3,963-14.6% | $5,983-43.5% |
| Admin fee / account holder | $9,803 | $6,505+50.7% | $5,613+74.6% | $11,248-12.9% |