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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 | $52,020 | $169,237-69.3% | $129,339-59.8% | $145,978-64.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.08% | 14364.43%-14352.4pp | 9437.05%-9425.0pp | 550.52%-538.4pp |
| Employer contribution / active EE | $693 | $5,540-87.5% | $4,154-83.3% | $4,662-85.1% |
| Participant deferral / active EE | $2,150 | $4,991-56.9% | $4,170-48.4% | $6,690-67.9% |
| Admin fee / account holder | $1,839 | $9,882-81.4% | $7,668-76.0% | $13,400-86.3% |