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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 | $50,951 | $100,938-49.5% | $90,461-43.7% | $158,982-68.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.80% | 1727.20%-1712.4pp | 1294.76%-1280.0pp | 302.99%-288.2pp |
| Employer contribution / active EE | $2,548 | $3,691-31.0% | $3,264-21.9% | $4,763-46.5% |
| Participant deferral / active EE | $3,112 | $4,350-28.5% | $3,964-21.5% | $5,983-48.0% |
| Admin fee / account holder | $1,673 | $6,510-74.3% | $5,617-70.2% | $11,252-85.1% |