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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 | $92,362 | $185,225-50.1% | $142,898-35.4% | $167,536-44.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.23% | 8558.12%-8545.9pp | 5639.64%-5627.4pp | 478.82%-466.6pp |
| Employer contribution / active EE | $631 | $5,607-88.7% | $4,146-84.8% | $4,839-87.0% |
| Participant deferral / active EE | $1,332 | $4,496-70.4% | $3,838-65.3% | $6,342-79.0% |
| Admin fee / account holder | $2,310 | $8,032-71.2% | $6,560-64.8% | $12,315-81.2% |