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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 | $28,782 | $100,938-71.5% | $90,461-68.2% | $158,982-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.20% | 1727.20%-1711.0pp | 1294.76%-1278.6pp | 302.99%-286.8pp |
| Employer contribution / active EE | $6,657 | $3,691+80.3% | $3,264+103.9% | $4,763+39.8% |
| Participant deferral / active EE | $5,780 | $4,350+32.9% | $3,964+45.8% | $5,983-3.4% |
| Admin fee / account holder | $390 | $6,510-94.0% | $5,617-93.1% | $11,252-96.5% |