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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 | $66,851 | $100,938-33.8% | $90,461-26.1% | $158,982-58.0% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.25% | 1727.20%-1716.0pp | 1294.76%-1283.5pp | 302.99%-291.7pp |
| Employer contribution / active EE | $4,060 | $3,691+10.0% | $3,264+24.4% | $4,763-14.8% |
| Participant deferral / active EE | $3,069 | $4,350-29.4% | $3,964-22.6% | $5,983-48.7% |
| Admin fee / account holder | $16,783 | $6,510+157.8% | $5,617+198.8% | $11,252+49.2% |