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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 | $169,361-85.3% | $129,397-80.8% | $145,877-83.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.81% | 14395.54%-14375.7pp | 9453.98%-9434.2pp | 551.28%-531.5pp |
| Employer contribution / active EE | $2,644 | $5,542-52.3% | $4,154-36.4% | $4,663-43.3% |
| Participant deferral / active EE | $4,582 | $4,987-8.1% | $4,167+10.0% | $6,691-31.5% |
| Admin fee / account holder | $4,524 | $9,903-54.3% | $7,679-41.1% | $13,402-66.2% |