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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 | $78,934 | $100,911-21.8% | $90,440-12.7% | $158,966-50.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.32% | 1726.62%-1708.3pp | 1294.38%-1276.1pp | 302.95%-284.6pp |
| Employer contribution / active EE | $5,781 | $3,690+56.7% | $3,263+77.2% | $4,762+21.4% |
| Participant deferral / active EE | $4,464 | $4,348+2.7% | $3,964+12.6% | $5,983-25.4% |
| Admin fee / account holder | $420 | $6,507-93.5% | $5,615-92.5% | $11,250-96.3% |