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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 | $68,445 | $100,895-32.2% | $90,430-24.3% | $158,950-56.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.77% | 1725.54%-1705.8pp | 1293.73%-1274.0pp | 302.91%-283.1pp |
| Employer contribution / active EE | $2,763 | $3,689-25.1% | $3,262-15.3% | $4,762-42.0% |
| Participant deferral / active EE | $7,969 | $4,347+83.3% | $3,963+101.1% | $5,983+33.2% |
| Admin fee / account holder | $360 | $6,505-94.5% | $5,613-93.6% | $11,248-96.8% |