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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 | $84,351 | $100,938-16.4% | $90,461-6.8% | $158,982-46.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.12% | 1727.20%-1709.1pp | 1294.76%-1276.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,260 | $3,691-65.9% | $3,264-61.4% | $4,763-73.5% |
| Participant deferral / active EE | $5,316 | $4,350+22.2% | $3,964+34.1% | $5,983-11.1% |
| Admin fee / account holder | $4,002 | $6,510-38.5% | $5,617-28.7% | $11,252-64.4% |