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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 | $100,868-71.5% | $90,414-68.2% | $158,931-81.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.20% | 1724.58%-1708.4pp | 1293.19%-1277.0pp | 302.86%-286.7pp |
| Employer contribution / active EE | $6,657 | $3,689+80.4% | $3,262+104.0% | $4,761+39.8% |
| Participant deferral / active EE | $5,780 | $4,348+32.9% | $3,963+45.8% | $5,982-3.4% |
| Admin fee / account holder | $390 | $6,502-94.0% | $5,611-93.0% | $11,247-96.5% |