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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 | $21,928 | $176,688-87.6% | $130,660-83.2% | $152,909-85.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.20% | 2693.08%-2682.9pp | 1709.29%-1699.1pp | 345.46%-335.3pp |
| Employer contribution / active EE | $3,213 | $5,743-44.1% | $4,092-21.5% | $4,764-32.6% |
| Participant deferral / active EE | $5,469 | $4,362+25.4% | $3,603+51.8% | $5,851-6.5% |
| Admin fee / account holder | $1,413 | $7,131-80.2% | $5,463-74.1% | $11,601-87.8% |