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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 | $23,643 | $72,396-67.3% | $67,511-65.0% | $145,959-83.8% |
| Participation rate | 95.5% | 76.9%+18.6pp | 72.9%+22.6pp | 80.3%+15.2pp |
| Annual return | 17.14% | 7194.07%-7176.9pp | 3517.41%-3500.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $871 | $3,071-71.6% | $2,733-68.1% | $4,661-81.3% |
| Participant deferral / active EE | $2,500 | $4,781-47.7% | $4,000-37.5% | $6,689-62.6% |
| Admin fee / account holder | $1,335 | $5,538-75.9% | $3,999-66.6% | $13,398-90.0% |