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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 | $63,604 | $100,911-37.0% | $90,440-29.7% | $158,966-60.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.94% | 1726.62%-1714.7pp | 1294.38%-1282.4pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,106 | $3,690-42.9% | $3,263-35.5% | $4,762-55.8% |
| Participant deferral / active EE | $7,269 | $4,348+67.2% | $3,964+83.4% | $5,983+21.5% |
| Admin fee / account holder | $3,475 | $6,507-46.6% | $5,615-38.1% | $11,250-69.1% |