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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 | $38,462 | $100,911-61.9% | $90,440-57.5% | $158,966-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.58% | 1726.62%-1716.0pp | 1294.38%-1283.8pp | 302.95%-292.4pp |
| Employer contribution / active EE | $3,136 | $3,690-15.0% | $3,263-3.9% | $4,762-34.2% |
| Participant deferral / active EE | $2,602 | $4,348-40.2% | $3,964-34.4% | $5,983-56.5% |
| Admin fee / account holder | $18,615 | $6,507+186.1% | $5,615+231.5% | $11,250+65.5% |