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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 | $41,239 | $169,161-75.6% | $129,295-68.1% | $145,959-71.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.75% | 14348.07%-14333.3pp | 9429.28%-9414.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,616 | $5,543-70.8% | $4,157-61.1% | $4,661-65.3% |
| Participant deferral / active EE | $860 | $4,989-82.8% | $4,169-79.4% | $6,689-87.1% |
| Admin fee / account holder | $1,333 | $9,878-86.5% | $7,665-82.6% | $13,398-90.1% |