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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 | $72,426-44.0% | $67,560-40.0% | $145,897-72.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.86% | 7226.78%-7210.9pp | 3533.50%-3517.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,182 | $3,074-61.6% | $2,737-56.8% | $4,663-74.7% |
| Participant deferral / active EE | $1,188 | $4,785-75.2% | $4,004-70.3% | $6,689-82.2% |
| Admin fee / account holder | $9,663 | $5,514+75.3% | $3,994+141.9% | $13,390-27.8% |