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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 | $26,472 | $100,938-73.8% | $90,461-70.7% | $158,982-83.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.45% | 1727.20%-1697.8pp | 1294.76%-1265.3pp | 302.99%-273.5pp |
| Employer contribution / active EE | $4,105 | $3,691+11.2% | $3,264+25.8% | $4,763-13.8% |
| Participant deferral / active EE | $2,611 | $4,350-40.0% | $3,964-34.1% | $5,983-56.4% |
| Admin fee / account holder | $1,385 | $6,510-78.7% | $5,617-75.3% | $11,252-87.7% |