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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 | $57,477 | $100,895-43.0% | $90,430-36.4% | $158,950-63.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.43% | 1725.54%-1717.1pp | 1293.73%-1285.3pp | 302.91%-294.5pp |
| Employer contribution / active EE | $6,232 | $3,689+68.9% | $3,262+91.0% | $4,762+30.9% |
| Participant deferral / active EE | $9,272 | $4,347+113.3% | $3,963+134.0% | $5,983+55.0% |
| Admin fee / account holder | $28,373 | $6,505+336.2% | $5,613+405.5% | $11,248+152.2% |