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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 | $41,875 | $100,911-58.5% | $90,440-53.7% | $158,966-73.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.14% | 1726.62%-1719.5pp | 1294.38%-1287.2pp | 302.95%-295.8pp |
| Employer contribution / active EE | $3,116 | $3,690-15.6% | $3,263-4.5% | $4,762-34.6% |
| Participant deferral / active EE | $3,055 | $4,348-29.7% | $3,964-22.9% | $5,983-48.9% |
| Admin fee / account holder | $9,979 | $6,507+53.4% | $5,615+77.7% | $11,250-11.3% |