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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 | $18,393 | $169,336-89.1% | $129,384-85.8% | $145,884-87.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.01% | 14408.70%-14394.7pp | 9461.77%-9447.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,050 | $5,540-81.0% | $4,153-74.7% | $4,662-77.5% |
| Participant deferral / active EE | $7,296 | $4,985+46.4% | $4,166+75.2% | $6,690+9.1% |
| Admin fee / account holder | $456 | $9,912-95.4% | $7,686-94.1% | $13,392-96.6% |