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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 | $39,237 | $100,911-61.1% | $90,440-56.6% | $158,966-75.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 13.65% | 1726.62%-1713.0pp | 1294.38%-1280.7pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,945 | $3,690-47.3% | $3,263-40.4% | $4,762-59.2% |
| Participant deferral / active EE | $3,525 | $4,348-18.9% | $3,964-11.1% | $5,983-41.1% |
| Admin fee / account holder | $124,522 | $6,507+1813.6% | $5,615+2117.7% | $11,250+1006.9% |