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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 | $19,164 | $100,895-81.0% | $90,430-78.8% | $158,950-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.28% | 1725.54%-1705.3pp | 1293.73%-1273.4pp | 302.91%-282.6pp |
| Employer contribution / active EE | $2,153 | $3,689-41.6% | $3,262-34.0% | $4,762-54.8% |
| Participant deferral / active EE | $1,610 | $4,347-63.0% | $3,963-59.4% | $5,983-73.1% |
| Admin fee / account holder | $386 | $6,505-94.1% | $5,613-93.1% | $11,248-96.6% |