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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 | $17,895 | $109,411-83.6% | $89,435-80.0% | $158,982-88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.55% | 345.68%-320.1pp | 245.55%-220.0pp | 302.99%-277.4pp |
| Employer contribution / active EE | $558 | $3,173-82.4% | $2,587-78.4% | $4,763-88.3% |
| Participant deferral / active EE | $3,797 | $4,600-17.5% | $3,890-2.4% | $5,983-36.5% |
| Admin fee / account holder | $656 | $6,159-89.3% | $4,884-86.6% | $11,252-94.2% |