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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 | $8,865 | $81,668-89.1% | $58,507-84.8% | $139,487-93.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.00% | 7430.07%-7409.1pp | 4252.32%-4231.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $1,181 | $1,398-15.5% | $1,053+12.1% | $4,755-75.2% |
| Participant deferral / active EE | $3,235 | $2,554+26.7% | $1,922+68.3% | $6,713-51.8% |
| Admin fee / account holder | $1,227 | $3,212-61.8% | $2,486-50.7% | $11,407-89.2% |