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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 | $15,171 | $169,237-91.0% | $129,339-88.3% | $145,978-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.91% | 14364.43%-14341.5pp | 9437.05%-9414.1pp | 550.52%-527.6pp |
| Employer contribution / active EE | $3,641 | $5,540-34.3% | $4,154-12.4% | $4,662-21.9% |
| Participant deferral / active EE | $9,271 | $4,991+85.7% | $4,170+122.3% | $6,690+38.6% |
| Admin fee / account holder | $960 | $9,882-90.3% | $7,668-87.5% | $13,400-92.8% |