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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 | $80,760 | $100,938-20.0% | $90,461-10.7% | $158,982-49.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.68% | 1727.20%-1714.5pp | 1294.76%-1282.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $5,983 | $3,691+62.1% | $3,264+83.3% | $4,763+25.6% |
| Participant deferral / active EE | $10,594 | $4,350+143.6% | $3,964+167.2% | $5,983+77.0% |
| Admin fee / account holder | $2,703 | $6,510-58.5% | $5,617-51.9% | $11,252-76.0% |