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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 | $32,545 | $100,911-67.7% | $90,440-64.0% | $158,966-79.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.83% | 1726.62%-1706.8pp | 1294.38%-1274.6pp | 302.95%-283.1pp |
| Employer contribution / active EE | $5,135 | $3,690+39.2% | $3,263+57.4% | $4,762+7.8% |
| Participant deferral / active EE | $4,175 | $4,348-4.0% | $3,964+5.3% | $5,983-30.2% |
| Admin fee / account holder | $2,776 | $6,507-57.3% | $5,615-50.6% | $11,250-75.3% |