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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 | $20,295 | $100,938-79.9% | $90,461-77.6% | $158,982-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.13% | 1727.20%-1710.1pp | 1294.76%-1277.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,900 | $3,691-21.5% | $3,264-11.2% | $4,763-39.1% |
| Participant deferral / active EE | $6,664 | $4,350+53.2% | $3,964+68.1% | $5,983+11.4% |
| Admin fee / account holder | $1,315 | $6,510-79.8% | $5,617-76.6% | $11,252-88.3% |