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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 | $43,217 | $169,336-74.5% | $129,384-66.6% | $145,884-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.10% | 14408.70%-14385.6pp | 9461.77%-9438.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,313 | $5,540-76.3% | $4,153-68.4% | $4,662-71.8% |
| Participant deferral / active EE | $2,842 | $4,985-43.0% | $4,166-31.8% | $6,690-57.5% |
| Admin fee / account holder | $1,430 | $9,912-85.6% | $7,686-81.4% | $13,392-89.3% |