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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 | $37,187 | $185,225-79.9% | $142,898-74.0% | $167,536-77.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.25% | 8558.12%-8542.9pp | 5639.64%-5624.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,380 | $5,607-75.4% | $4,146-66.7% | $4,839-71.5% |
| Participant deferral / active EE | $926 | $4,496-79.4% | $3,838-75.9% | $6,342-85.4% |
| Admin fee / account holder | $684 | $8,032-91.5% | $6,560-89.6% | $12,315-94.4% |