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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 | $40,467 | $100,895-59.9% | $90,430-55.3% | $158,950-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.96% | 1725.54%-1713.6pp | 1293.73%-1281.8pp | 302.91%-290.9pp |
| Employer contribution / active EE | $2,219 | $3,689-39.9% | $3,262-32.0% | $4,762-53.4% |
| Participant deferral / active EE | $815 | $4,347-81.3% | $3,963-79.4% | $5,983-86.4% |
| Admin fee / account holder | $382 | $6,505-94.1% | $5,613-93.2% | $11,248-96.6% |