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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 | $17,942 | $100,938-82.2% | $90,461-80.2% | $158,982-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.34% | 1727.20%-1713.9pp | 1294.76%-1281.4pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,448 | $3,691-60.8% | $3,264-55.6% | $4,763-69.6% |
| Participant deferral / active EE | $4,375 | $4,350+0.6% | $3,964+10.4% | $5,983-26.9% |
| Admin fee / account holder | $18,395 | $6,510+182.6% | $5,617+227.5% | $11,252+63.5% |