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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 | $24,178 | $72,446-66.6% | $67,561-64.2% | $145,877-83.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 7211.98%-7198.4pp | 3525.44%-3511.9pp | 551.28%-537.7pp |
| Employer contribution / active EE | $847 | $3,072-72.4% | $2,735-69.0% | $4,663-81.8% |
| Participant deferral / active EE | $1,062 | $4,785-77.8% | $4,003-73.5% | $6,691-84.1% |
| Admin fee / account holder | $1,669 | $5,541-69.9% | $4,006-58.3% | $13,402-87.5% |