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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 | $19,513 | $100,911-80.7% | $90,440-78.4% | $158,966-87.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.25% | 1726.62%-1712.4pp | 1294.38%-1280.1pp | 302.95%-288.7pp |
| Employer contribution / active EE | $788 | $3,690-78.7% | $3,263-75.9% | $4,762-83.5% |
| Participant deferral / active EE | $1,029 | $4,348-76.3% | $3,964-74.0% | $5,983-82.8% |
| Admin fee / account holder | $1,602 | $6,507-75.4% | $5,615-71.5% | $11,250-85.8% |