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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 | $28,400 | $176,688-83.9% | $130,660-78.3% | $152,909-81.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.04% | 2693.08%-2672.0pp | 1709.29%-1688.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,742 | $5,743-69.7% | $4,092-57.4% | $4,764-63.4% |
| Participant deferral / active EE | $3,485 | $4,362-20.1% | $3,603-3.3% | $5,851-40.4% |
| Admin fee / account holder | $533 | $7,131-92.5% | $5,463-90.3% | $11,601-95.4% |