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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 | $39,175 | $100,938-61.2% | $90,461-56.7% | $158,982-75.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.30% | 1727.20%-1718.9pp | 1294.76%-1286.5pp | 302.99%-294.7pp |
| Employer contribution / active EE | $457 | $3,691-87.6% | $3,264-86.0% | $4,763-90.4% |
| Participant deferral / active EE | $1,776 | $4,350-59.2% | $3,964-55.2% | $5,983-70.3% |
| Admin fee / account holder | $4,407 | $6,510-32.3% | $5,617-21.5% | $11,252-60.8% |