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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 | $85,468 | $169,361-49.5% | $129,397-33.9% | $145,877-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.98% | 14395.54%-14372.6pp | 9453.98%-9431.0pp | 551.28%-528.3pp |
| Employer contribution / active EE | $991 | $5,542-82.1% | $4,154-76.1% | $4,663-78.8% |
| Participant deferral / active EE | $1,098 | $4,987-78.0% | $4,167-73.6% | $6,691-83.6% |
| Admin fee / account holder | $771 | $9,903-92.2% | $7,679-90.0% | $13,402-94.2% |