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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 | $23,227 | $169,356-86.3% | $129,406-82.1% | $145,897-84.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.49% | 14418.62%-14407.1pp | 9468.18%-9456.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,685 | $5,542-69.6% | $4,155-59.4% | $4,663-63.9% |
| Participant deferral / active EE | $2,693 | $4,987-46.0% | $4,167-35.4% | $6,689-59.7% |
| Admin fee / account holder | $6,521 | $9,915-34.2% | $7,689-15.2% | $13,390-51.3% |