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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 | $20,449 | $72,446-71.8% | $67,561-69.7% | $145,877-86.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.01% | 7211.98%-7196.0pp | 3525.44%-3509.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,782 | $3,072-42.0% | $2,735-34.8% | $4,663-61.8% |
| Participant deferral / active EE | $4,751 | $4,785-0.7% | $4,003+18.7% | $6,691-29.0% |
| Admin fee / account holder | $1,751 | $5,541-68.4% | $4,006-56.3% | $13,402-86.9% |