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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 | $16,746 | $100,911-83.4% | $90,440-81.5% | $158,966-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.37% | 1726.62%-1706.2pp | 1294.38%-1274.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,593 | $3,690-56.8% | $3,263-51.2% | $4,762-66.6% |
| Participant deferral / active EE | $2,179 | $4,348-49.9% | $3,964-45.0% | $5,983-63.6% |
| Admin fee / account holder | $2,660 | $6,507-59.1% | $5,615-52.6% | $11,250-76.4% |