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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 | $67,912 | $100,938-32.7% | $90,461-24.9% | $158,982-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.18% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,887 | $3,691-21.8% | $3,264-11.5% | $4,763-39.4% |
| Participant deferral / active EE | $6,304 | $4,350+44.9% | $3,964+59.0% | $5,983+5.3% |
| Admin fee / account holder | $10,132 | $6,510+55.6% | $5,617+80.4% | $11,252-10.0% |