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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 | $13,374 | $169,237-92.1% | $129,339-89.7% | $145,978-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.67% | 14364.43%-14342.8pp | 9437.05%-9415.4pp | 550.52%-528.8pp |
| Employer contribution / active EE | $2,697 | $5,540-51.3% | $4,154-35.1% | $4,662-42.1% |
| Participant deferral / active EE | $6,195 | $4,991+24.1% | $4,170+48.6% | $6,690-7.4% |
| Admin fee / account holder | $2,854 | $9,882-71.1% | $7,668-62.8% | $13,400-78.7% |