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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 | $81,334 | $100,938-19.4% | $90,461-10.1% | $158,982-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1727.20%-1711.9pp | 1294.76%-1279.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,984 | $3,691-19.2% | $3,264-8.6% | $4,763-37.3% |
| Participant deferral / active EE | $8,562 | $4,350+96.8% | $3,964+116.0% | $5,983+43.1% |
| Admin fee / account holder | $3,661 | $6,510-43.8% | $5,617-34.8% | $11,252-67.5% |