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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 | $27,882 | $169,356-83.5% | $129,406-78.5% | $145,897-80.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.28% | 14418.62%-14399.3pp | 9468.18%-9448.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $1,078 | $5,542-80.6% | $4,155-74.1% | $4,663-76.9% |
| Participant deferral / active EE | $1,907 | $4,987-61.8% | $4,167-54.3% | $6,689-71.5% |
| Admin fee / account holder | $1,499 | $9,915-84.9% | $7,689-80.5% | $13,390-88.8% |