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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 | $40,638 | $176,688-77.0% | $130,660-68.9% | $152,909-73.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.16% | 2693.08%-2676.9pp | 1709.29%-1693.1pp | 345.46%-329.3pp |
| Employer contribution / active EE | $2,565 | $5,743-55.3% | $4,092-37.3% | $4,764-46.2% |
| Participant deferral / active EE | $2,046 | $4,362-53.1% | $3,603-43.2% | $5,851-65.0% |
| Admin fee / account holder | $36,751 | $7,131+415.4% | $5,463+572.7% | $11,601+216.8% |