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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 | $65,861 | $100,938-34.8% | $90,461-27.2% | $158,982-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.18% | 1727.20%-1709.0pp | 1294.76%-1276.6pp | 302.99%-284.8pp |
| Employer contribution / active EE | $4,298 | $3,691+16.4% | $3,264+31.7% | $4,763-9.8% |
| Participant deferral / active EE | $6,631 | $4,350+52.4% | $3,964+67.3% | $5,983+10.8% |
| Admin fee / account holder | $397 | $6,510-93.9% | $5,617-92.9% | $11,252-96.5% |