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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 | $22,146 | $100,938-78.1% | $90,461-75.5% | $158,982-86.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 11.21% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $2,000 | $3,691-45.8% | $3,264-38.7% | $4,763-58.0% |
| Participant deferral / active EE | $924 | $4,350-78.8% | $3,964-76.7% | $5,983-84.6% |
| Admin fee / account holder | $602 | $6,510-90.8% | $5,617-89.3% | $11,252-94.6% |