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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 | $22,646 | $100,911-77.6% | $90,440-75.0% | $158,966-85.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.18% | 1726.62%-1709.4pp | 1294.38%-1277.2pp | 302.95%-285.8pp |
| Employer contribution / active EE | $1,011 | $3,690-72.6% | $3,263-69.0% | $4,762-78.8% |
| Participant deferral / active EE | $2,332 | $4,348-46.4% | $3,964-41.2% | $5,983-61.0% |
| Admin fee / account holder | $1,977 | $6,507-69.6% | $5,615-64.8% | $11,250-82.4% |