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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 | $22,601 | $100,938-77.6% | $90,461-75.0% | $158,982-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.46% | 1727.20%-1712.7pp | 1294.76%-1280.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $2,222 | $3,691-39.8% | $3,264-31.9% | $4,763-53.4% |
| Participant deferral / active EE | $3,838 | $4,350-11.8% | $3,964-3.2% | $5,983-35.9% |
| Admin fee / account holder | $1,617 | $6,510-75.2% | $5,617-71.2% | $11,252-85.6% |