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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 | $17,360 | $100,911-82.8% | $90,440-80.8% | $158,966-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.41% | 1726.62%-1718.2pp | 1294.38%-1286.0pp | 302.95%-294.5pp |
| Employer contribution / active EE | $726 | $3,690-80.3% | $3,263-77.8% | $4,762-84.8% |
| Participant deferral / active EE | $1,311 | $4,348-69.8% | $3,964-66.9% | $5,983-78.1% |
| Admin fee / account holder | $468 | $6,507-92.8% | $5,615-91.7% | $11,250-95.8% |