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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 | $42,622 | $72,426-41.2% | $67,560-36.9% | $145,897-70.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.38% | 7226.78%-7215.4pp | 3533.50%-3522.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,825 | $3,074-40.6% | $2,737-33.3% | $4,663-60.9% |
| Participant deferral / active EE | $3,220 | $4,785-32.7% | $4,004-19.6% | $6,689-51.9% |
| Admin fee / account holder | $3,634 | $5,514-34.1% | $3,994-9.0% | $13,390-72.9% |