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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 | $53,017 | $100,911-47.5% | $90,440-41.4% | $158,966-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.14% | 1726.62%-1706.5pp | 1294.38%-1274.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $3,426 | $3,690-7.1% | $3,263+5.0% | $4,762-28.1% |
| Participant deferral / active EE | $954 | $4,348-78.1% | $3,964-75.9% | $5,983-84.1% |
| Admin fee / account holder | $2,731 | $6,507-58.0% | $5,615-51.4% | $11,250-75.7% |