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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 | $27,075 | $100,938-73.2% | $90,461-70.1% | $158,982-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.87% | 1727.20%-1712.3pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,731 | $3,691-53.1% | $3,264-47.0% | $4,763-63.6% |
| Participant deferral / active EE | $4,316 | $4,350-0.8% | $3,964+8.9% | $5,983-27.9% |
| Admin fee / account holder | $1,594 | $6,510-75.5% | $5,617-71.6% | $11,252-85.8% |