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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 | $66,625 | $100,938-34.0% | $90,461-26.3% | $158,982-58.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.88% | 1727.20%-1711.3pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $7,495 | $3,691+103.0% | $3,264+129.6% | $4,763+57.4% |
| Participant deferral / active EE | $2,227 | $4,350-48.8% | $3,964-43.8% | $5,983-62.8% |
| Admin fee / account holder | $3,168 | $6,510-51.3% | $5,617-43.6% | $11,252-71.8% |