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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 | $100,868-73.4% | $90,414-70.4% | $158,931-83.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.79% | 1724.58%-1710.8pp | 1293.19%-1279.4pp | 302.86%-289.1pp |
| Employer contribution / active EE | $730 | $3,689-80.2% | $3,262-77.6% | $4,761-84.7% |
| Participant deferral / active EE | $1,635 | $4,348-62.4% | $3,963-58.7% | $5,982-72.7% |
| Admin fee / account holder | $349 | $6,502-94.6% | $5,611-93.8% | $11,247-96.9% |