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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 | $55,554 | $176,688-68.6% | $130,660-57.5% | $152,885-63.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 18.07% | 2693.08%-2675.0pp | 1709.29%-1691.2pp | 345.39%-327.3pp |
| Employer contribution / active EE | $687 | $5,743-88.0% | $4,092-83.2% | $4,763-85.6% |
| Participant deferral / active EE | $2,139 | $4,362-51.0% | $3,603-40.6% | $5,851-63.4% |
| Admin fee / account holder | $1,771 | $7,131-75.2% | $5,463-67.6% | $11,598-84.7% |