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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 | $48,010 | $100,911-52.4% | $90,440-46.9% | $158,966-69.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.13% | 1726.62%-1708.5pp | 1294.38%-1276.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $8,991 | $3,690+143.6% | $3,263+175.6% | $4,762+88.8% |
| Participant deferral / active EE | $5,319 | $4,348+22.3% | $3,964+34.2% | $5,983-11.1% |
| Admin fee / account holder | $1,289 | $6,507-80.2% | $5,615-77.0% | $11,250-88.5% |