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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 | $45,589 | $100,938-54.8% | $90,461-49.6% | $158,982-71.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.16% | 1727.20%-1710.0pp | 1294.76%-1277.6pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,597 | $3,691-56.7% | $3,264-51.1% | $4,763-66.5% |
| Participant deferral / active EE | $7,092 | $4,350+63.1% | $3,964+78.9% | $5,983+18.5% |
| Admin fee / account holder | $315 | $6,510-95.2% | $5,617-94.4% | $11,252-97.2% |