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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 | $11,719 | $102,663-88.6% | $86,216-86.4% | $139,466-91.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.97% | 1924.52%-1907.5pp | 1169.42%-1152.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,017 | $3,035-33.5% | $2,382-15.3% | $4,754-57.6% |
| Participant deferral / active EE | $2,344 | $4,677-49.9% | $3,986-41.2% | $6,712-65.1% |
| Admin fee / account holder | $1,581 | $8,663-81.7% | $6,853-76.9% | $11,409-86.1% |