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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 | $48,382 | $100,911-52.1% | $90,440-46.5% | $158,966-69.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.47% | 1726.62%-1710.2pp | 1294.38%-1277.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $5,719 | $3,690+55.0% | $3,263+75.3% | $4,762+20.1% |
| Participant deferral / active EE | $7,184 | $4,348+65.2% | $3,964+81.3% | $5,983+20.1% |
| Admin fee / account holder | $819 | $6,507-87.4% | $5,615-85.4% | $11,250-92.7% |