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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 | $24,813 | $169,161-85.3% | $129,295-80.8% | $145,959-83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.81% | 14348.07%-14328.3pp | 9429.28%-9409.5pp | 561.95%-542.1pp |
| Employer contribution / active EE | $2,644 | $5,543-52.3% | $4,157-36.4% | $4,661-43.3% |
| Participant deferral / active EE | $4,582 | $4,989-8.2% | $4,169+9.9% | $6,689-31.5% |
| Admin fee / account holder | $4,524 | $9,878-54.2% | $7,665-41.0% | $13,398-66.2% |