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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 | $169,361-87.5% | $129,397-83.7% | $145,877-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.25% | 14395.54%-14380.3pp | 9453.98%-9438.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,048 | $5,542-45.0% | $4,154-26.6% | $4,663-34.6% |
| Participant deferral / active EE | $3,673 | $4,987-26.4% | $4,167-11.9% | $6,691-45.1% |
| Admin fee / account holder | $322 | $9,903-96.8% | $7,679-95.8% | $13,402-97.6% |