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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 | $30,448 | $100,938-69.8% | $90,461-66.3% | $158,982-80.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 18.80% | 1727.20%-1708.4pp | 1294.76%-1276.0pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,358 | $3,691-36.1% | $3,264-27.8% | $4,763-50.5% |
| Participant deferral / active EE | $2,463 | $4,350-43.4% | $3,964-37.9% | $5,983-58.8% |
| Admin fee / account holder | $1,349 | $6,510-79.3% | $5,617-76.0% | $11,252-88.0% |