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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 | $45,024 | $100,895-55.4% | $90,430-50.2% | $158,950-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.57% | 1725.54%-1707.0pp | 1293.73%-1275.2pp | 302.91%-284.3pp |
| Employer contribution / active EE | $2,334 | $3,689-36.7% | $3,262-28.4% | $4,762-51.0% |
| Participant deferral / active EE | $4,827 | $4,347+11.0% | $3,963+21.8% | $5,983-19.3% |
| Admin fee / account holder | $15,580 | $6,505+139.5% | $5,613+177.6% | $11,248+38.5% |