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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 | $12,054 | $100,895-88.1% | $90,430-86.7% | $158,950-92.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.98% | 1725.54%-1713.6pp | 1293.73%-1281.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $2,306 | $3,689-37.5% | $3,262-29.3% | $4,762-51.6% |
| Participant deferral / active EE | $2,339 | $4,347-46.2% | $3,963-41.0% | $5,983-60.9% |
| Admin fee / account holder | $832 | $6,505-87.2% | $5,613-85.2% | $11,248-92.6% |