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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 | $50,724 | $100,911-49.7% | $90,440-43.9% | $158,966-68.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.68% | 1726.62%-1703.9pp | 1294.38%-1271.7pp | 302.95%-280.3pp |
| Employer contribution / active EE | $4,554 | $3,690+23.4% | $3,263+39.6% | $4,762-4.4% |
| Participant deferral / active EE | $8,112 | $4,348+86.5% | $3,964+104.7% | $5,983+35.6% |
| Admin fee / account holder | $3,093 | $6,507-52.5% | $5,615-44.9% | $11,250-72.5% |