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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 | $88,033 | $100,938-12.8% | $90,461-2.7% | $158,982-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.63% | 1727.20%-1713.6pp | 1294.76%-1281.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,225 | $3,691-39.7% | $3,264-31.8% | $4,763-53.3% |
| Participant deferral / active EE | $4,306 | $4,350-1.0% | $3,964+8.6% | $5,983-28.0% |
| Admin fee / account holder | $2,817 | $6,510-56.7% | $5,617-49.8% | $11,252-75.0% |