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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 | $100,868-32.7% | $90,414-24.9% | $158,931-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.18% | 1724.58%-1713.4pp | 1293.19%-1282.0pp | 302.86%-291.7pp |
| Employer contribution / active EE | $2,887 | $3,689-21.7% | $3,262-11.5% | $4,761-39.4% |
| Participant deferral / active EE | $6,304 | $4,348+45.0% | $3,963+59.1% | $5,982+5.4% |
| Admin fee / account holder | $10,132 | $6,502+55.8% | $5,611+80.6% | $11,247-9.9% |