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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 | $65,249 | $100,868-35.3% | $90,414-27.8% | $158,931-58.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.70% | 1724.58%-1706.9pp | 1293.19%-1275.5pp | 302.86%-285.2pp |
| Employer contribution / active EE | $775 | $3,689-79.0% | $3,262-76.2% | $4,761-83.7% |
| Participant deferral / active EE | $3,101 | $4,348-28.7% | $3,963-21.8% | $5,982-48.2% |
| Admin fee / account holder | $1,356 | $6,502-79.1% | $5,611-75.8% | $11,247-87.9% |