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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 | $30,580 | $100,895-69.7% | $90,430-66.2% | $158,950-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.17% | 1725.54%-1709.4pp | 1293.73%-1277.6pp | 302.91%-286.7pp |
| Employer contribution / active EE | $2,203 | $3,689-40.3% | $3,262-32.5% | $4,762-53.7% |
| Participant deferral / active EE | $4,484 | $4,347+3.2% | $3,963+13.2% | $5,983-25.0% |
| Admin fee / account holder | $3,357 | $6,505-48.4% | $5,613-40.2% | $11,248-70.2% |