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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 | $14,542 | $76,368-81.0% | $67,681-78.5% | $154,746-90.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.90% | 1066.77%-1054.9pp | 590.58%-578.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $737 | $3,151-76.6% | $2,678-72.5% | $4,379-83.2% |
| Participant deferral / active EE | $1,142 | $4,824-76.3% | $3,976-71.3% | $6,730-83.0% |
| Admin fee / account holder | $3,549 | $8,559-58.5% | $6,100-41.8% | $14,365-75.3% |