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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 | $56,204 | $100,911-44.3% | $90,440-37.9% | $158,966-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.98% | 1726.62%-1712.6pp | 1294.38%-1280.4pp | 302.95%-289.0pp |
| Employer contribution / active EE | $4,174 | $3,690+13.1% | $3,263+27.9% | $4,762-12.4% |
| Participant deferral / active EE | $4,081 | $4,348-6.2% | $3,964+3.0% | $5,983-31.8% |
| Admin fee / account holder | $3,946 | $6,507-39.4% | $5,615-29.7% | $11,250-64.9% |