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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 | $18,722 | $100,895-81.4% | $90,430-79.3% | $158,950-88.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.65% | 1725.54%-1715.9pp | 1293.73%-1284.1pp | 302.91%-293.3pp |
| Employer contribution / active EE | $3,667 | $3,689-0.6% | $3,262+12.4% | $4,762-23.0% |
| Participant deferral / active EE | $2,534 | $4,347-41.7% | $3,963-36.0% | $5,983-57.6% |
| Admin fee / account holder | $1,689 | $6,505-74.0% | $5,613-69.9% | $11,248-85.0% |