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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 | $37,720 | $100,911-62.6% | $90,440-58.3% | $158,966-76.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.29% | 1726.62%-1717.3pp | 1294.38%-1285.1pp | 302.95%-293.7pp |
| Employer contribution / active EE | $1,706 | $3,690-53.8% | $3,263-47.7% | $4,762-64.2% |
| Participant deferral / active EE | $1,509 | $4,348-65.3% | $3,964-61.9% | $5,983-74.8% |
| Admin fee / account holder | $2,591 | $6,507-60.2% | $5,615-53.8% | $11,250-77.0% |