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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 | $39,337 | $169,161-76.7% | $129,295-69.6% | $145,959-73.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.91% | 14348.07%-14333.2pp | 9429.28%-9414.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,651 | $5,543-70.2% | $4,157-60.3% | $4,661-64.6% |
| Participant deferral / active EE | $2,476 | $4,989-50.4% | $4,169-40.6% | $6,689-63.0% |
| Admin fee / account holder | $1,214 | $9,878-87.7% | $7,665-84.2% | $13,398-90.9% |