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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 | $18,944 | $100,895-81.2% | $90,430-79.1% | $158,950-88.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.44% | 1725.54%-1688.1pp | 1293.73%-1256.3pp | 302.91%-265.5pp |
| Employer contribution / active EE | $1,727 | $3,689-53.2% | $3,262-47.1% | $4,762-63.7% |
| Participant deferral / active EE | $2,456 | $4,347-43.5% | $3,963-38.0% | $5,983-58.9% |
| Admin fee / account holder | $4,100 | $6,505-37.0% | $5,613-27.0% | $11,248-63.5% |