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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 | $64,281 | $100,911-36.3% | $90,440-28.9% | $158,966-59.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.81% | 1726.62%-1716.8pp | 1294.38%-1284.6pp | 302.95%-293.1pp |
| Employer contribution / active EE | $3,629 | $3,690-1.7% | $3,263+11.2% | $4,762-23.8% |
| Participant deferral / active EE | $6,844 | $4,348+57.4% | $3,964+72.7% | $5,983+14.4% |
| Admin fee / account holder | $16,343 | $6,507+151.2% | $5,615+191.1% | $11,250+45.3% |