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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 | $29,441 | $169,161-82.6% | $129,295-77.2% | $145,959-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 14348.07%-14338.4pp | 9429.28%-9419.6pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,379 | $5,543-57.1% | $4,157-42.8% | $4,661-49.0% |
| Participant deferral / active EE | $2,588 | $4,989-48.1% | $4,169-37.9% | $6,689-61.3% |
| Admin fee / account holder | $3,788 | $9,878-61.7% | $7,665-50.6% | $13,398-71.7% |