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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 | $16,951 | $100,911-83.2% | $90,440-81.3% | $158,966-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.62% | 1726.62%-1720.0pp | 1294.38%-1287.8pp | 302.95%-296.3pp |
| Employer contribution / active EE | $2,472 | $3,690-33.0% | $3,263-24.2% | $4,762-48.1% |
| Participant deferral / active EE | $2,511 | $4,348-42.3% | $3,964-36.7% | $5,983-58.0% |
| Admin fee / account holder | $22,930 | $6,507+252.4% | $5,615+308.4% | $11,250+103.8% |