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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 | $100,911-55.4% | $90,440-50.2% | $158,966-71.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.57% | 1726.62%-1708.1pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,334 | $3,690-36.8% | $3,263-28.5% | $4,762-51.0% |
| Participant deferral / active EE | $4,827 | $4,348+11.0% | $3,964+21.8% | $5,983-19.3% |
| Admin fee / account holder | $15,580 | $6,507+139.4% | $5,615+177.5% | $11,250+38.5% |