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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 | $21,464 | $169,361-87.3% | $129,397-83.4% | $145,877-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.49% | 14395.54%-14383.1pp | 9453.98%-9441.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $5,555 | $5,542+0.2% | $4,154+33.7% | $4,663+19.1% |
| Participant deferral / active EE | $3,239 | $4,987-35.1% | $4,167-22.3% | $6,691-51.6% |
| Admin fee / account holder | $541 | $9,903-94.5% | $7,679-93.0% | $13,402-96.0% |