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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 | $72,396-61.9% | $67,511-59.2% | $145,959-81.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.18% | 7194.07%-7181.9pp | 3517.41%-3505.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,616 | $3,071-14.8% | $2,733-4.3% | $4,661-43.9% |
| Participant deferral / active EE | $2,983 | $4,781-37.6% | $4,000-25.4% | $6,689-55.4% |
| Admin fee / account holder | $586 | $5,538-89.4% | $3,999-85.3% | $13,398-95.6% |