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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 | $65,982 | $100,938-34.6% | $90,461-27.1% | $158,982-58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.33% | 1727.20%-1719.9pp | 1294.76%-1287.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $4,516 | $3,691+22.3% | $3,264+38.4% | $4,763-5.2% |
| Participant deferral / active EE | $9,534 | $4,350+119.2% | $3,964+140.5% | $5,983+59.3% |
| Admin fee / account holder | $968 | $6,510-85.1% | $5,617-82.8% | $11,252-91.4% |