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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 | $74,678 | $100,938-26.0% | $90,461-17.4% | $158,982-53.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.51% | 1727.20%-1715.7pp | 1294.76%-1283.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $5,124 | $3,691+38.8% | $3,264+57.0% | $4,763+7.6% |
| Participant deferral / active EE | $5,760 | $4,350+32.4% | $3,964+45.3% | $5,983-3.7% |
| Admin fee / account holder | $24,192 | $6,510+271.6% | $5,617+330.7% | $11,252+115.0% |