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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 | $26,802 | $100,938-73.4% | $90,461-70.4% | $158,982-83.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.79% | 1727.20%-1713.4pp | 1294.76%-1281.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $730 | $3,691-80.2% | $3,264-77.6% | $4,763-84.7% |
| Participant deferral / active EE | $1,635 | $4,350-62.4% | $3,964-58.8% | $5,983-72.7% |
| Admin fee / account holder | $349 | $6,510-94.6% | $5,617-93.8% | $11,252-96.9% |