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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 | $37,390 | $100,911-62.9% | $90,440-58.7% | $158,966-76.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.57% | 1726.62%-1713.1pp | 1294.38%-1280.8pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,382 | $3,690-35.4% | $3,263-27.0% | $4,762-50.0% |
| Participant deferral / active EE | $6,516 | $4,348+49.9% | $3,964+64.4% | $5,983+8.9% |
| Admin fee / account holder | $692 | $6,507-89.4% | $5,615-87.7% | $11,250-93.8% |