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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 | $35,900 | $100,911-64.4% | $90,440-60.3% | $158,966-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.35% | 1726.62%-1708.3pp | 1294.38%-1276.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,086 | $3,690-43.5% | $3,263-36.1% | $4,762-56.2% |
| Participant deferral / active EE | $12,798 | $4,348+194.3% | $3,964+222.9% | $5,983+113.9% |
| Admin fee / account holder | $532 | $6,507-91.8% | $5,615-90.5% | $11,250-95.3% |