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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 | $20,592 | $100,938-79.6% | $90,461-77.2% | $158,982-87.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.61% | 1727.20%-1715.6pp | 1294.76%-1283.2pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,119 | $3,691-42.6% | $3,264-35.1% | $4,763-55.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $775 | $6,510-88.1% | $5,617-86.2% | $11,252-93.1% |