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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 | $38,355 | $100,938-62.0% | $90,461-57.6% | $158,982-75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.70% | 1727.20%-1713.5pp | 1294.76%-1281.1pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,592 | $3,691-56.9% | $3,264-51.2% | $4,763-66.6% |
| Participant deferral / active EE | $4,780 | $4,350+9.9% | $3,964+20.6% | $5,983-20.1% |
| Admin fee / account holder | $2,533 | $6,510-61.1% | $5,617-54.9% | $11,252-77.5% |