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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 | $13,659 | $100,938-86.5% | $90,461-84.9% | $158,982-91.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.41% | 1727.20%-1705.8pp | 1294.76%-1273.4pp | 302.99%-281.6pp |
| Employer contribution / active EE | $2,474 | $3,691-33.0% | $3,264-24.2% | $4,763-48.1% |
| Participant deferral / active EE | $4,998 | $4,350+14.9% | $3,964+26.1% | $5,983-16.5% |
| Admin fee / account holder | $3,982 | $6,510-38.8% | $5,617-29.1% | $11,252-64.6% |