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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 | $18,985 | $169,161-88.8% | $129,295-85.3% | $145,959-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 14348.07%-14337.0pp | 9429.28%-9418.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,138 | $5,543-79.5% | $4,157-72.6% | $4,661-75.6% |
| Participant deferral / active EE | $1,096 | $4,989-78.0% | $4,169-73.7% | $6,689-83.6% |
| Admin fee / account holder | $586 | $9,878-94.1% | $7,665-92.4% | $13,398-95.6% |