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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 | $33,087 | $100,911-67.2% | $90,440-63.4% | $158,966-79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.52% | 1726.62%-1713.1pp | 1294.38%-1280.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,699 | $3,690-26.9% | $3,263-17.3% | $4,762-43.3% |
| Participant deferral / active EE | $2,091 | $4,348-51.9% | $3,964-47.2% | $5,983-65.1% |
| Admin fee / account holder | $4,703 | $6,507-27.7% | $5,615-16.2% | $11,250-58.2% |