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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 | $20,383 | $100,895-79.8% | $90,430-77.5% | $158,950-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.54% | 1725.54%-1704.0pp | 1293.73%-1272.2pp | 302.91%-281.4pp |
| Employer contribution / active EE | $2,448 | $3,689-33.6% | $3,262-25.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,464 | $4,347+2.7% | $3,963+12.6% | $5,983-25.4% |
| Admin fee / account holder | $2,810 | $6,505-56.8% | $5,613-49.9% | $11,248-75.0% |