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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 | $32,187 | $169,361-81.0% | $129,397-75.1% | $145,877-77.9% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 13.28% | 14395.54%-14382.3pp | 9453.98%-9440.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,887 | $5,542-65.9% | $4,154-54.6% | $4,663-59.5% |
| Participant deferral / active EE | $3,618 | $4,987-27.5% | $4,167-13.2% | $6,691-45.9% |
| Admin fee / account holder | $14,146 | $9,903+42.8% | $7,679+84.2% | $13,402+5.5% |