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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 | $76,016 | $109,344-30.5% | $89,400-15.0% | $158,950-52.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.65% | 345.73%-336.1pp | 245.64%-236.0pp | 302.91%-293.3pp |
| Employer contribution / active EE | $10,447 | $3,170+229.5% | $2,586+304.0% | $4,762+119.4% |
| Participant deferral / active EE | $3,760 | $4,599-18.3% | $3,890-3.4% | $5,983-37.2% |
| Admin fee / account holder | $66,677 | $6,154+983.5% | $4,882+1265.8% | $11,248+492.8% |