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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 | $23,453 | $100,911-76.8% | $90,440-74.1% | $158,966-85.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.42% | 1726.62%-1714.2pp | 1294.38%-1282.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $2,711 | $3,690-26.5% | $3,263-16.9% | $4,762-43.1% |
| Participant deferral / active EE | $1,405 | $4,348-67.7% | $3,964-64.6% | $5,983-76.5% |
| Admin fee / account holder | $1,309 | $6,507-79.9% | $5,615-76.7% | $11,250-88.4% |