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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 | $26,060 | $100,911-74.2% | $90,440-71.2% | $158,966-83.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.59% | 1726.62%-1709.0pp | 1294.38%-1276.8pp | 302.95%-285.4pp |
| Employer contribution / active EE | $3,016 | $3,690-18.3% | $3,263-7.6% | $4,762-36.7% |
| Participant deferral / active EE | $6,602 | $4,348+51.8% | $3,964+66.6% | $5,983+10.3% |
| Admin fee / account holder | $5,063 | $6,507-22.2% | $5,615-9.8% | $11,250-55.0% |