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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 | $25,391 | $100,911-74.8% | $90,440-71.9% | $158,966-84.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.42% | 1726.62%-1710.2pp | 1294.38%-1278.0pp | 302.95%-286.5pp |
| Employer contribution / active EE | $764 | $3,690-79.3% | $3,263-76.6% | $4,762-84.0% |
| Participant deferral / active EE | $884 | $4,348-79.7% | $3,964-77.7% | $5,983-85.2% |
| Admin fee / account holder | $2,567 | $6,507-60.6% | $5,615-54.3% | $11,250-77.2% |