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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 | $18,944 | $100,911-81.2% | $90,440-79.1% | $158,966-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.44% | 1726.62%-1689.2pp | 1294.38%-1256.9pp | 302.95%-265.5pp |
| Employer contribution / active EE | $1,727 | $3,690-53.2% | $3,263-47.1% | $4,762-63.7% |
| Participant deferral / active EE | $2,456 | $4,348-43.5% | $3,964-38.0% | $5,983-58.9% |
| Admin fee / account holder | $4,100 | $6,507-37.0% | $5,615-27.0% | $11,250-63.6% |