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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 | $10,379 | $109,872-90.6% | $98,483-89.5% | $167,536-93.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.26% | 1959.31%-1949.0pp | 1494.38%-1484.1pp | 478.82%-468.6pp |
| Employer contribution / active EE | $1,381 | $3,225-57.2% | $2,961-53.4% | $4,839-71.5% |
| Participant deferral / active EE | $2,521 | $4,673-46.1% | $4,276-41.1% | $6,342-60.3% |
| Admin fee / account holder | $4,745 | $6,757-29.8% | $5,953-20.3% | $12,315-61.5% |