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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 | $13,545 | $72,426-81.3% | $67,560-80.0% | $145,897-90.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.15% | 7226.78%-7212.6pp | 3533.50%-3519.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,022 | $3,074-66.7% | $2,737-62.6% | $4,663-78.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,100 | $5,514-80.1% | $3,994-72.5% | $13,390-91.8% |