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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 | $20,827 | $169,336-87.7% | $129,384-83.9% | $145,884-85.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14408.70%-14396.6pp | 9461.77%-9449.6pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,276 | $5,540-40.9% | $4,153-21.1% | $4,662-29.7% |
| Participant deferral / active EE | $3,614 | $4,985-27.5% | $4,166-13.2% | $6,690-46.0% |
| Admin fee / account holder | $1,672 | $9,912-83.1% | $7,686-78.2% | $13,392-87.5% |