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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 | $12,519 | $72,446-82.7% | $67,561-81.5% | $145,877-91.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.71% | 7211.98%-7199.3pp | 3525.44%-3512.7pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,698 | $3,072-44.7% | $2,735-37.9% | $4,663-63.6% |
| Participant deferral / active EE | $2,433 | $4,785-49.1% | $4,003-39.2% | $6,691-63.6% |
| Admin fee / account holder | $1,277 | $5,541-77.0% | $4,006-68.1% | $13,402-90.5% |