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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 | $30,131 | $100,895-70.1% | $90,430-66.7% | $158,950-81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.39% | 1725.54%-1705.1pp | 1293.73%-1273.3pp | 302.91%-282.5pp |
| Employer contribution / active EE | $2,618 | $3,689-29.0% | $3,262-19.7% | $4,762-45.0% |
| Participant deferral / active EE | $5,157 | $4,347+18.6% | $3,963+30.1% | $5,983-13.8% |
| Admin fee / account holder | $21,330 | $6,505+227.9% | $5,613+280.0% | $11,248+89.6% |