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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 | $43,165 | $169,356-74.5% | $129,406-66.6% | $145,897-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.80% | 14418.62%-14401.8pp | 9468.18%-9451.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $4,407 | $5,542-20.5% | $4,155+6.1% | $4,663-5.5% |
| Participant deferral / active EE | $2,019 | $4,987-59.5% | $4,167-51.5% | $6,689-69.8% |
| Admin fee / account holder | $3,638 | $9,915-63.3% | $7,689-52.7% | $13,390-72.8% |