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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 | $169,356-82.6% | $129,406-77.2% | $145,897-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 14418.62%-14408.9pp | 9468.18%-9458.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,379 | $5,542-57.1% | $4,155-42.8% | $4,663-49.0% |
| Participant deferral / active EE | $2,588 | $4,987-48.1% | $4,167-37.9% | $6,689-61.3% |
| Admin fee / account holder | $3,788 | $9,915-61.8% | $7,689-50.7% | $13,390-71.7% |