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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 | $44,715 | $100,938-55.7% | $90,461-50.6% | $158,982-71.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.50% | 1727.20%-1708.7pp | 1294.76%-1276.3pp | 302.99%-284.5pp |
| Employer contribution / active EE | $600 | $3,691-83.7% | $3,264-81.6% | $4,763-87.4% |
| Participant deferral / active EE | $5,693 | $4,350+30.9% | $3,964+43.6% | $5,983-4.9% |
| Admin fee / account holder | $568 | $6,510-91.3% | $5,617-89.9% | $11,252-95.0% |