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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 | $77,610 | $100,895-23.1% | $90,430-14.2% | $158,950-51.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.52% | 1725.54%-1710.0pp | 1293.73%-1278.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $1,669 | $3,689-54.8% | $3,262-48.8% | $4,762-65.0% |
| Participant deferral / active EE | $4,488 | $4,347+3.2% | $3,963+13.2% | $5,983-25.0% |
| Admin fee / account holder | $464 | $6,505-92.9% | $5,613-91.7% | $11,248-95.9% |