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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 | $100,868-34.6% | $90,414-27.0% | $158,931-58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.33% | 1724.58%-1717.2pp | 1293.19%-1285.9pp | 302.86%-295.5pp |
| Employer contribution / active EE | $4,516 | $3,689+22.4% | $3,262+38.4% | $4,761-5.2% |
| Participant deferral / active EE | $9,534 | $4,348+119.3% | $3,963+140.6% | $5,982+59.4% |
| Admin fee / account holder | $968 | $6,502-85.1% | $5,611-82.7% | $11,247-91.4% |