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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 | $30,464 | $100,938-69.8% | $90,461-66.3% | $158,982-80.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.18% | 1727.20%-1696.0pp | 1294.76%-1263.6pp | 302.99%-271.8pp |
| Employer contribution / active EE | $4,762 | $3,691+29.0% | $3,264+45.9% | $4,7630% |
| Participant deferral / active EE | $3,459 | $4,350-20.5% | $3,964-12.7% | $5,983-42.2% |
| Admin fee / account holder | $13,965 | $6,510+114.5% | $5,617+148.6% | $11,252+24.1% |