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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 | $14,702 | $180,749-91.9% | $160,784-90.9% | $137,256-89.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.80% | 2234.46%-2216.7pp | 1803.92%-1786.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,416 | $4,155-41.9% | $3,733-35.3% | $4,156-41.9% |
| Participant deferral / active EE | $4,640 | $6,844-32.2% | $6,293-26.3% | $6,407-27.6% |
| Admin fee / account holder | $2,422 | $10,397-76.7% | $9,717-75.1% | $12,270-80.3% |