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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 | $100,938-58.8% | $90,461-54.0% | $158,982-73.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.75% | 1727.20%-1711.5pp | 1294.76%-1279.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $1,787 | $3,691-51.6% | $3,264-45.3% | $4,763-62.5% |
| Participant deferral / active EE | $4,018 | $4,350-7.6% | $3,964+1.4% | $5,983-32.8% |
| Admin fee / account holder | $2,608 | $6,510-59.9% | $5,617-53.6% | $11,252-76.8% |