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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 | $81,282 | $100,938-19.5% | $90,461-10.1% | $158,982-48.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.22% | 1727.20%-1709.0pp | 1294.76%-1276.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $5,261 | $3,691+42.5% | $3,264+61.2% | $4,763+10.5% |
| Participant deferral / active EE | $2,108 | $4,350-51.5% | $3,964-46.8% | $5,983-64.8% |
| Admin fee / account holder | $439 | $6,510-93.3% | $5,617-92.2% | $11,252-96.1% |