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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 | $21,735 | $100,938-78.5% | $90,461-76.0% | $158,982-86.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.27% | 1727.20%-1716.9pp | 1294.76%-1284.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $642 | $3,691-82.6% | $3,264-80.3% | $4,763-86.5% |
| Participant deferral / active EE | $1,316 | $4,350-69.7% | $3,964-66.8% | $5,983-78.0% |
| Admin fee / account holder | $1,722 | $6,510-73.6% | $5,617-69.3% | $11,252-84.7% |