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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 | $116,007 | $176,688-34.3% | $130,660-11.2% | $152,897-24.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 14.94% | 2693.08%-2678.1pp | 1709.29%-1694.4pp | 345.43%-330.5pp |
| Employer contribution / active EE | $1,694 | $5,743-70.5% | $4,092-58.6% | $4,764-64.4% |
| Participant deferral / active EE | $2,384 | $4,362-45.3% | $3,603-33.8% | $5,851-59.3% |
| Admin fee / account holder | $625 | $7,131-91.2% | $5,463-88.6% | $11,599-94.6% |