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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 | $8,653 | $102,595-91.6% | $94,057-90.8% | $154,746-94.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.62% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,661 | $3,147-47.2% | $2,933-43.4% | $4,379-62.1% |
| Participant deferral / active EE | $1,766 | $5,118-65.5% | $4,709-62.5% | $6,730-73.8% |
| Admin fee / account holder | $1,663 | $7,736-78.5% | $7,244-77.0% | $14,365-88.4% |