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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 | $52,294 | $100,938-48.2% | $90,461-42.2% | $158,982-67.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.70% | 1727.20%-1714.5pp | 1294.76%-1282.1pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,224 | $3,691-66.8% | $3,264-62.5% | $4,763-74.3% |
| Participant deferral / active EE | $3,733 | $4,350-14.2% | $3,964-5.8% | $5,983-37.6% |
| Admin fee / account holder | $4,271 | $6,510-34.4% | $5,617-24.0% | $11,252-62.0% |