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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 | $46,657 | $100,895-53.8% | $90,430-48.4% | $158,950-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.74% | 1725.54%-1704.8pp | 1293.73%-1273.0pp | 302.91%-282.2pp |
| Employer contribution / active EE | $1,232 | $3,689-66.6% | $3,262-62.2% | $4,762-74.1% |
| Participant deferral / active EE | $4,727 | $4,347+8.7% | $3,963+19.3% | $5,983-21.0% |
| Admin fee / account holder | $20,965 | $6,505+222.3% | $5,613+273.5% | $11,248+86.4% |