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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 | $10,516 | $100,895-89.6% | $90,430-88.4% | $158,950-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.13% | 1725.54%-1702.4pp | 1293.73%-1270.6pp | 302.91%-279.8pp |
| Employer contribution / active EE | $2,971 | $3,689-19.5% | $3,262-8.9% | $4,762-37.6% |
| Participant deferral / active EE | $4,797 | $4,347+10.4% | $3,963+21.1% | $5,983-19.8% |
| Admin fee / account holder | $2,693 | $6,505-58.6% | $5,613-52.0% | $11,248-76.1% |