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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 | $16,249 | $102,663-84.2% | $86,216-81.2% | $139,466-88.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.39% | 1924.52%-1909.1pp | 1169.42%-1154.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,635 | $3,035-13.2% | $2,382+10.6% | $4,754-44.6% |
| Participant deferral / active EE | $2,834 | $4,677-39.4% | $3,986-28.9% | $6,712-57.8% |
| Admin fee / account holder | $3,276 | $8,663-62.2% | $6,853-52.2% | $11,409-71.3% |