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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 | $66,974 | $100,911-33.6% | $90,440-25.9% | $158,966-57.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.40% | 1726.62%-1709.2pp | 1294.38%-1277.0pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,204 | $3,690-67.4% | $3,263-63.1% | $4,762-74.7% |
| Participant deferral / active EE | $1,500 | $4,348-65.5% | $3,964-62.2% | $5,983-74.9% |
| Admin fee / account holder | $1,895 | $6,507-70.9% | $5,615-66.3% | $11,250-83.2% |