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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 | $38,174 | $72,426-47.3% | $67,560-43.5% | $145,897-73.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.23% | 7226.78%-7211.6pp | 3533.50%-3518.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $1,541 | $3,074-49.9% | $2,737-43.7% | $4,663-67.0% |
| Participant deferral / active EE | $7,508 | $4,785+56.9% | $4,004+87.5% | $6,689+12.2% |
| Admin fee / account holder | $544 | $5,514-90.1% | $3,994-86.4% | $13,390-95.9% |