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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 | $66,648 | $100,938-34.0% | $90,461-26.3% | $158,982-58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.32% | 1727.20%-1720.9pp | 1294.76%-1288.4pp | 302.99%-296.7pp |
| Employer contribution / active EE | $6,435 | $3,691+74.3% | $3,264+97.2% | $4,763+35.1% |
| Participant deferral / active EE | $3,325 | $4,350-23.6% | $3,964-16.1% | $5,983-44.4% |
| Admin fee / account holder | $46,028 | $6,510+607.1% | $5,617+719.5% | $11,252+309.1% |