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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 | $63,824 | $100,938-36.8% | $90,461-29.4% | $158,982-59.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.92% | 1727.20%-1703.3pp | 1294.76%-1270.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $9,150 | $3,691+147.9% | $3,264+180.3% | $4,763+92.1% |
| Participant deferral / active EE | $1,576 | $4,350-63.8% | $3,964-60.2% | $5,983-73.7% |
| Admin fee / account holder | $15,606 | $6,510+139.7% | $5,617+177.9% | $11,252+38.7% |