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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 | $87,772 | $100,938-13.0% | $90,461-3.0% | $158,982-44.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.27% | 1727.20%-1716.9pp | 1294.76%-1284.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $4,470 | $3,691+21.1% | $3,264+37.0% | $4,763-6.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,594 | $6,510+139.5% | $5,617+177.6% | $11,252+38.6% |