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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 | $21,378 | $99,017-78.4% | $86,587-75.3% | $147,585-85.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.97% | 1312.37%-1295.4pp | 964.86%-947.9pp | 578.56%-561.6pp |
| Employer contribution / active EE | $2,284 | $3,132-27.1% | $2,839-19.6% | $4,876-53.2% |
| Participant deferral / active EE | $1,666 | $3,972-58.1% | $3,609-53.8% | $5,439-69.4% |
| Admin fee / account holder | $1,333 | $5,710-76.7% | $4,906-72.8% | $10,885-87.8% |