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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 | $43,706 | $100,911-56.7% | $90,440-51.7% | $158,966-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.60% | 1726.62%-1710.0pp | 1294.38%-1277.8pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,223 | $3,690-66.9% | $3,263-62.5% | $4,762-74.3% |
| Participant deferral / active EE | $1,290 | $4,348-70.3% | $3,964-67.5% | $5,983-78.4% |
| Admin fee / account holder | $2,544 | $6,507-60.9% | $5,615-54.7% | $11,250-77.4% |