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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 | $20,286 | $169,161-88.0% | $129,295-84.3% | $145,959-86.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.94% | 14348.07%-14337.1pp | 9429.28%-9418.3pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,894 | $5,543-65.8% | $4,157-54.4% | $4,661-59.4% |
| Participant deferral / active EE | $3,010 | $4,989-39.7% | $4,169-27.8% | $6,689-55.0% |
| Admin fee / account holder | $395 | $9,878-96.0% | $7,665-94.8% | $13,398-97.0% |