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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 | $24,553 | $100,895-75.7% | $90,430-72.8% | $158,950-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.81% | 1725.54%-1714.7pp | 1293.73%-1282.9pp | 302.91%-292.1pp |
| Employer contribution / active EE | $250 | $3,689-93.2% | $3,262-92.3% | $4,762-94.8% |
| Participant deferral / active EE | $4,675 | $4,347+7.5% | $3,963+18.0% | $5,983-21.9% |
| Admin fee / account holder | $11,137 | $6,505+71.2% | $5,613+98.4% | $11,248-1.0% |