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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 | $96,699 | $48,327+100.1% | $67,575+43.1% | $80,935+19.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.63% | 18.31%-3.7pp | 3528.98%-3514.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $802 | $2,022-60.3% | $2,736-70.7% | $2,757-70.9% |
| Participant deferral / active EE | $2,926 | $2,9270% | $4,003-26.9% | $4,299-31.9% |
| Admin fee / account holder | $740 | $3,692-80.0% | $3,993-81.5% | $6,924-89.3% |