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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 | $88,086 | $100,938-12.7% | $90,461-2.6% | $158,982-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.97% | 1727.20%-1720.2pp | 1294.76%-1287.8pp | 302.99%-296.0pp |
| Employer contribution / active EE | $3,008 | $3,691-18.5% | $3,264-7.9% | $4,763-36.9% |
| Participant deferral / active EE | $2,417 | $4,350-44.4% | $3,964-39.0% | $5,983-59.6% |
| Admin fee / account holder | $14,284 | $6,510+119.4% | $5,617+154.3% | $11,252+27.0% |