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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 | $41,588 | $100,868-58.8% | $90,414-54.0% | $158,931-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.75% | 1724.58%-1708.8pp | 1293.19%-1277.4pp | 302.86%-287.1pp |
| Employer contribution / active EE | $1,822 | $3,689-50.6% | $3,262-44.2% | $4,761-61.7% |
| Participant deferral / active EE | $3,983 | $4,348-8.4% | $3,963+0.5% | $5,982-33.4% |
| Admin fee / account holder | $2,608 | $6,502-59.9% | $5,611-53.5% | $11,247-76.8% |