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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 | $43,548 | $100,895-56.8% | $90,430-51.8% | $158,950-72.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.85% | 1725.54%-1711.7pp | 1293.73%-1279.9pp | 302.91%-289.1pp |
| Employer contribution / active EE | $4,936 | $3,689+33.8% | $3,262+51.3% | $4,762+3.7% |
| Participant deferral / active EE | $7,229 | $4,347+66.3% | $3,963+82.4% | $5,983+20.8% |
| Admin fee / account holder | $2,055 | $6,505-68.4% | $5,613-63.4% | $11,248-81.7% |