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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 | $17,179 | $100,895-83.0% | $90,430-81.0% | $158,950-89.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.05% | 1725.54%-1714.5pp | 1293.73%-1282.7pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,823 | $3,689-50.6% | $3,262-44.1% | $4,762-61.7% |
| Participant deferral / active EE | $2,103 | $4,347-51.6% | $3,963-46.9% | $5,983-64.9% |
| Admin fee / account holder | $616 | $6,505-90.5% | $5,613-89.0% | $11,248-94.5% |