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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 | $37,487 | $169,336-77.9% | $129,384-71.0% | $145,884-74.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.97% | 14408.70%-14395.7pp | 9461.77%-9448.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,181 | $5,540-60.6% | $4,153-47.5% | $4,662-53.2% |
| Participant deferral / active EE | $2,818 | $4,985-43.5% | $4,166-32.4% | $6,690-57.9% |
| Admin fee / account holder | $1,238 | $9,912-87.5% | $7,686-83.9% | $13,392-90.8% |