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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 | $81,486 | $100,895-19.2% | $90,430-9.9% | $158,950-48.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.68% | 1725.54%-1706.9pp | 1293.73%-1275.0pp | 302.91%-284.2pp |
| Employer contribution / active EE | $8,440 | $3,689+128.8% | $3,262+158.8% | $4,762+77.2% |
| Participant deferral / active EE | $8,520 | $4,347+96.0% | $3,963+115.0% | $5,983+42.4% |
| Admin fee / account holder | $736 | $6,505-88.7% | $5,613-86.9% | $11,248-93.5% |