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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 | $114,289 | $100,895+13.3% | $90,430+26.4% | $158,950-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.21% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $1,553 | $3,689-57.9% | $3,262-52.4% | $4,762-67.4% |
| Participant deferral / active EE | $1,553 | $4,347-64.3% | $3,963-60.8% | $5,983-74.0% |
| Admin fee / account holder | $4,680 | $6,505-28.1% | $5,613-16.6% | $11,248-58.4% |