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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 | $50,896 | $100,911-49.6% | $90,440-43.7% | $158,966-68.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.05% | 1726.62%-1709.6pp | 1294.38%-1277.3pp | 302.95%-285.9pp |
| Employer contribution / active EE | $3,829 | $3,690+3.7% | $3,263+17.3% | $4,762-19.6% |
| Participant deferral / active EE | $3,293 | $4,348-24.3% | $3,964-16.9% | $5,983-45.0% |
| Admin fee / account holder | $4,333 | $6,507-33.4% | $5,615-22.8% | $11,250-61.5% |