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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 | $169,361-88.8% | $129,397-85.3% | $145,877-87.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 14395.54%-14384.5pp | 9453.98%-9442.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,138 | $5,542-79.5% | $4,154-72.6% | $4,663-75.6% |
| Participant deferral / active EE | $1,096 | $4,987-78.0% | $4,167-73.7% | $6,691-83.6% |
| Admin fee / account holder | $586 | $9,903-94.1% | $7,679-92.4% | $13,402-95.6% |