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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 | $10,765 | $100,895-89.3% | $90,430-88.1% | $158,950-93.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.05% | 1725.54%-1707.5pp | 1293.73%-1275.7pp | 302.91%-284.9pp |
| Employer contribution / active EE | $1,272 | $3,689-65.5% | $3,262-61.0% | $4,762-73.3% |
| Participant deferral / active EE | $2,253 | $4,347-48.2% | $3,963-43.1% | $5,983-62.3% |
| Admin fee / account holder | $1,231 | $6,505-81.1% | $5,613-78.1% | $11,248-89.1% |