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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 | $16,720 | $72,465-76.9% | $67,575-75.3% | $145,884-88.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.34% | 7222.56%-7210.2pp | 3528.98%-3516.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,471 | $3,074-19.6% | $2,736-9.7% | $4,662-47.0% |
| Participant deferral / active EE | $2,471 | $4,786-48.4% | $4,003-38.3% | $6,690-63.1% |
| Admin fee / account holder | $436 | $5,515-92.1% | $3,993-89.1% | $13,392-96.7% |