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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 | $25,978 | $100,895-74.3% | $90,430-71.3% | $158,950-83.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.88% | 1725.54%-1708.7pp | 1293.73%-1276.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,307 | $3,689-64.6% | $3,262-59.9% | $4,762-72.6% |
| Participant deferral / active EE | $2,036 | $4,347-53.2% | $3,963-48.6% | $5,983-66.0% |
| Admin fee / account holder | $502 | $6,505-92.3% | $5,613-91.1% | $11,248-95.5% |