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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 | $87,528 | $176,688-50.5% | $130,660-33.0% | $152,897-42.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.20% | 2693.08%-2682.9pp | 1709.29%-1699.1pp | 345.43%-335.2pp |
| Employer contribution / active EE | $975 | $5,743-83.0% | $4,092-76.2% | $4,764-79.5% |
| Participant deferral / active EE | $14,250 | $4,362+226.7% | $3,603+295.5% | $5,851+143.5% |
| Admin fee / account holder | $350 | $7,131-95.1% | $5,463-93.6% | $11,599-97.0% |