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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 | $25,410 | $100,938-74.8% | $90,461-71.9% | $158,982-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.27% | 1727.20%-1712.9pp | 1294.76%-1280.5pp | 302.99%-288.7pp |
| Employer contribution / active EE | $3,578 | $3,691-3.1% | $3,264+9.6% | $4,763-24.9% |
| Participant deferral / active EE | $2,512 | $4,350-42.2% | $3,964-36.6% | $5,983-58.0% |
| Admin fee / account holder | $457 | $6,510-93.0% | $5,617-91.9% | $11,252-95.9% |