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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 | $89,041 | $100,911-11.8% | $90,440-1.5% | $158,966-44.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.85% | 1726.62%-1716.8pp | 1294.38%-1284.5pp | 302.95%-293.1pp |
| Employer contribution / active EE | $8,569 | $3,690+132.2% | $3,263+162.6% | $4,762+79.9% |
| Participant deferral / active EE | $6,272 | $4,348+44.2% | $3,964+58.2% | $5,983+4.8% |
| Admin fee / account holder | $3,993 | $6,507-38.6% | $5,615-28.9% | $11,250-64.5% |