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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 | $72,426-61.9% | $67,560-59.2% | $145,897-81.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.18% | 7226.78%-7214.6pp | 3533.50%-3521.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,616 | $3,074-14.9% | $2,737-4.4% | $4,663-43.9% |
| Participant deferral / active EE | $2,983 | $4,785-37.7% | $4,004-25.5% | $6,689-55.4% |
| Admin fee / account holder | $586 | $5,514-89.4% | $3,994-85.3% | $13,390-95.6% |