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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 | $58,114 | $100,911-42.4% | $90,440-35.7% | $158,966-63.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.50% | 1726.62%-1710.1pp | 1294.38%-1277.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $4,649 | $3,690+26.0% | $3,263+42.5% | $4,762-2.4% |
| Participant deferral / active EE | $7,034 | $4,348+61.8% | $3,964+77.5% | $5,983+17.6% |
| Admin fee / account holder | $22,531 | $6,507+246.2% | $5,615+301.3% | $11,250+100.3% |