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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 | $63,233 | $169,356-62.7% | $129,406-51.1% | $145,897-56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.80% | 14418.62%-14405.8pp | 9468.18%-9455.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,172 | $5,542-78.9% | $4,155-71.8% | $4,663-74.9% |
| Participant deferral / active EE | $1,180 | $4,987-76.3% | $4,167-71.7% | $6,689-82.4% |
| Admin fee / account holder | $2,524 | $9,915-74.5% | $7,689-67.2% | $13,390-81.2% |