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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 | $22,183 | $109,872-79.8% | $98,483-77.5% | $167,536-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.53% | 1959.31%-1945.8pp | 1494.38%-1480.9pp | 478.82%-465.3pp |
| Employer contribution / active EE | $2,811 | $3,225-12.8% | $2,961-5.0% | $4,839-41.9% |
| Participant deferral / active EE | $1,059 | $4,673-77.3% | $4,276-75.2% | $6,342-83.3% |
| Admin fee / account holder | $652 | $6,757-90.4% | $5,953-89.1% | $12,315-94.7% |