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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 | $12,896 | $169,361-92.4% | $129,397-90.0% | $145,877-91.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.98% | 14395.54%-14384.6pp | 9453.98%-9443.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $942 | $5,542-83.0% | $4,154-77.3% | $4,663-79.8% |
| Participant deferral / active EE | $1,653 | $4,987-66.9% | $4,167-60.3% | $6,691-75.3% |
| Admin fee / account holder | $7,094 | $9,903-28.4% | $7,679-7.6% | $13,402-47.1% |