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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 | $39,388 | $100,895-61.0% | $90,430-56.4% | $158,950-75.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.25% | 1725.54%-1710.3pp | 1293.73%-1278.5pp | 302.91%-287.7pp |
| Employer contribution / active EE | $8,207 | $3,689+122.5% | $3,262+151.6% | $4,762+72.4% |
| Participant deferral / active EE | $4,103 | $4,347-5.6% | $3,963+3.5% | $5,983-31.4% |
| Admin fee / account holder | $3,342 | $6,505-48.6% | $5,613-40.5% | $11,248-70.3% |