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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 | $27,242 | $100,938-73.0% | $90,461-69.9% | $158,982-82.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.15% | 1727.20%-1720.1pp | 1294.76%-1287.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $2,259 | $3,691-38.8% | $3,264-30.8% | $4,763-52.6% |
| Participant deferral / active EE | $5,650 | $4,350+29.9% | $3,964+42.5% | $5,983-5.6% |
| Admin fee / account holder | $1,706 | $6,510-73.8% | $5,617-69.6% | $11,252-84.8% |