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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 | $49,598 | $100,938-50.9% | $90,461-45.2% | $158,982-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.41% | 1727.20%-1709.8pp | 1294.76%-1277.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,698 | $3,691-54.0% | $3,264-48.0% | $4,763-64.3% |
| Participant deferral / active EE | $3,741 | $4,350-14.0% | $3,964-5.6% | $5,983-37.5% |
| Admin fee / account holder | $6,486 | $6,510-0.4% | $5,617+15.5% | $11,252-42.4% |