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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 | $27,568 | $72,446-61.9% | $67,561-59.2% | $145,877-81.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.18% | 7211.98%-7199.8pp | 3525.44%-3513.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,616 | $3,072-14.9% | $2,735-4.4% | $4,663-43.9% |
| Participant deferral / active EE | $2,983 | $4,785-37.6% | $4,003-25.5% | $6,691-55.4% |
| Admin fee / account holder | $586 | $5,541-89.4% | $4,006-85.4% | $13,402-95.6% |