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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 | $37,202 | $100,938-63.1% | $90,461-58.9% | $158,982-76.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.84% | 1727.20%-1717.4pp | 1294.76%-1284.9pp | 302.99%-293.2pp |
| Employer contribution / active EE | $2,956 | $3,691-19.9% | $3,264-9.4% | $4,763-37.9% |
| Participant deferral / active EE | $4,112 | $4,350-5.5% | $3,964+3.7% | $5,983-31.3% |
| Admin fee / account holder | $6,357 | $6,510-2.4% | $5,617+13.2% | $11,252-43.5% |