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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 | $21,646 | $100,911-78.5% | $90,440-76.1% | $158,966-86.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.60% | 1726.62%-1705.0pp | 1294.38%-1272.8pp | 302.95%-281.3pp |
| Employer contribution / active EE | $2,458 | $3,690-33.4% | $3,263-24.7% | $4,762-48.4% |
| Participant deferral / active EE | $3,468 | $4,348-20.3% | $3,964-12.5% | $5,983-42.0% |
| Admin fee / account holder | $2,379 | $6,507-63.4% | $5,615-57.6% | $11,250-78.9% |