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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 | $15,966 | $72,446-78.0% | $67,561-76.4% | $145,877-89.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.63% | 7211.98%-7197.4pp | 3525.44%-3510.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,727 | $3,072-43.8% | $2,735-36.9% | $4,663-63.0% |
| Participant deferral / active EE | $3,469 | $4,785-27.5% | $4,003-13.3% | $6,691-48.1% |
| Admin fee / account holder | $802 | $5,541-85.5% | $4,006-80.0% | $13,402-94.0% |