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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 | $68,166 | $169,336-59.7% | $129,384-47.3% | $145,884-53.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.18% | 14408.70%-14397.5pp | 9461.77%-9450.6pp | 551.85%-540.7pp |
| Employer contribution / active EE | $646 | $5,540-88.3% | $4,153-84.5% | $4,662-86.2% |
| Participant deferral / active EE | $3,895 | $4,985-21.9% | $4,166-6.5% | $6,690-41.8% |
| Admin fee / account holder | $18,553 | $9,912+87.2% | $7,686+141.4% | $13,392+38.5% |