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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 | $21,126 | $169,161-87.5% | $129,295-83.7% | $145,959-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.25% | 14348.07%-14332.8pp | 9429.28%-9414.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,048 | $5,543-45.0% | $4,157-26.7% | $4,661-34.6% |
| Participant deferral / active EE | $3,673 | $4,989-26.4% | $4,169-11.9% | $6,689-45.1% |
| Admin fee / account holder | $322 | $9,878-96.7% | $7,665-95.8% | $13,398-97.6% |