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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 | $29,109 | $100,911-71.2% | $90,440-67.8% | $158,966-81.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.44% | 1726.62%-1715.2pp | 1294.38%-1282.9pp | 302.95%-291.5pp |
| Employer contribution / active EE | $3,076 | $3,690-16.7% | $3,263-5.7% | $4,762-35.4% |
| Participant deferral / active EE | $3,022 | $4,348-30.5% | $3,964-23.8% | $5,983-49.5% |
| Admin fee / account holder | $396 | $6,507-93.9% | $5,615-93.0% | $11,250-96.5% |