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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 | $34,156 | $100,938-66.2% | $90,461-62.2% | $158,982-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.26% | 1727.20%-1705.9pp | 1294.76%-1273.5pp | 302.99%-281.7pp |
| Employer contribution / active EE | $2,722 | $3,691-26.3% | $3,264-16.6% | $4,763-42.9% |
| Participant deferral / active EE | $4,692 | $4,350+7.9% | $3,964+18.3% | $5,983-21.6% |
| Admin fee / account holder | $379 | $6,510-94.2% | $5,617-93.3% | $11,252-96.6% |