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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 | $122,323 | $176,688-30.8% | $130,660-6.4% | $152,909-20.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.13% | 2693.08%-2671.0pp | 1709.29%-1687.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,384 | $5,743-75.9% | $4,092-66.2% | $4,764-71.0% |
| Participant deferral / active EE | $2,097 | $4,362-51.9% | $3,603-41.8% | $5,851-64.2% |
| Admin fee / account holder | $1,768 | $7,131-75.2% | $5,463-67.6% | $11,601-84.8% |