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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 | $29,255 | $100,895-71.0% | $90,430-67.6% | $158,950-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.91% | 1725.54%-1715.6pp | 1293.73%-1283.8pp | 302.91%-293.0pp |
| Employer contribution / active EE | $282 | $3,689-92.3% | $3,262-91.3% | $4,762-94.1% |
| Participant deferral / active EE | $2,661 | $4,347-38.8% | $3,963-32.9% | $5,983-55.5% |
| Admin fee / account holder | $3,830 | $6,505-41.1% | $5,613-31.8% | $11,248-65.9% |