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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 | $21,557 | $72,465-70.3% | $67,575-68.1% | $145,884-85.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.96% | 7222.56%-7209.6pp | 3528.98%-3516.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,257 | $3,074-26.6% | $2,736-17.5% | $4,662-51.6% |
| Participant deferral / active EE | $1,800 | $4,786-62.4% | $4,003-55.0% | $6,690-73.1% |
| Admin fee / account holder | $1,481 | $5,515-73.2% | $3,993-62.9% | $13,392-88.9% |