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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 | $29,350 | $176,688-83.4% | $130,660-77.5% | $152,897-80.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 15.72% | 2693.08%-2677.4pp | 1709.29%-1693.6pp | 345.43%-329.7pp |
| Employer contribution / active EE | $490 | $5,743-91.5% | $4,092-88.0% | $4,764-89.7% |
| Participant deferral / active EE | $474 | $4,362-89.1% | $3,603-86.8% | $5,851-91.9% |
| Admin fee / account holder | $1,743 | $7,131-75.6% | $5,463-68.1% | $11,599-85.0% |