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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 | $25,507 | $100,895-74.7% | $90,430-71.8% | $158,950-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.24% | 1725.54%-1704.3pp | 1293.73%-1272.5pp | 302.91%-281.7pp |
| Employer contribution / active EE | $2,023 | $3,689-45.2% | $3,262-38.0% | $4,762-57.5% |
| Participant deferral / active EE | $3,599 | $4,347-17.2% | $3,963-9.2% | $5,983-39.8% |
| Admin fee / account holder | $344 | $6,505-94.7% | $5,613-93.9% | $11,248-96.9% |