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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 | $100,895-20.0% | $90,430-10.7% | $158,950-49.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.68% | 1725.54%-1712.9pp | 1293.73%-1281.0pp | 302.91%-290.2pp |
| Employer contribution / active EE | $5,983 | $3,689+62.2% | $3,262+83.4% | $4,762+25.6% |
| Participant deferral / active EE | $10,594 | $4,347+143.7% | $3,963+167.3% | $5,983+77.1% |
| Admin fee / account holder | $2,703 | $6,505-58.5% | $5,613-51.9% | $11,248-76.0% |