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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 | $40,562 | $72,396-44.0% | $67,511-39.9% | $145,959-72.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 7194.07%-7178.2pp | 3517.41%-3501.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,182 | $3,071-61.5% | $2,733-56.7% | $4,661-74.6% |
| Participant deferral / active EE | $1,188 | $4,781-75.1% | $4,000-70.3% | $6,689-82.2% |
| Admin fee / account holder | $9,663 | $5,538+74.5% | $3,999+141.7% | $13,398-27.9% |