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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 | $100,938-35.4% | $90,461-27.9% | $158,982-59.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.70% | 1727.20%-1709.5pp | 1294.76%-1277.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $775 | $3,691-79.0% | $3,264-76.2% | $4,763-83.7% |
| Participant deferral / active EE | $3,101 | $4,350-28.7% | $3,964-21.8% | $5,983-48.2% |
| Admin fee / account holder | $1,356 | $6,510-79.2% | $5,617-75.9% | $11,252-87.9% |