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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 | $59,036 | $72,426-18.5% | $67,560-12.6% | $145,897-59.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.29% | 7226.78%-7209.5pp | 3533.50%-3516.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,659 | $3,074-46.1% | $2,737-39.4% | $4,663-64.4% |
| Participant deferral / active EE | $3,459 | $4,785-27.7% | $4,004-13.6% | $6,689-48.3% |
| Admin fee / account holder | $784 | $5,514-85.8% | $3,994-80.4% | $13,390-94.1% |