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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 | $27,785 | $155,833-82.2% | $124,693-77.7% | $167,536-83.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.69% | 17.98%-4.3pp | 5144.19%-5130.5pp | 478.82%-465.1pp |
| Employer contribution / active EE | $2,200 | $4,164-47.2% | $3,324-33.8% | $4,839-54.5% |
| Participant deferral / active EE | $2,630 | $5,675-53.7% | $4,615-43.0% | $6,342-58.5% |
| Admin fee / account holder | $7,457 | $9,534-21.8% | $7,494-0.5% | $12,315-39.4% |