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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 | $33,451 | $169,161-80.2% | $129,295-74.1% | $145,959-77.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.36% | 14348.07%-14329.7pp | 9429.28%-9410.9pp | 561.95%-543.6pp |
| Employer contribution / active EE | $986 | $5,543-82.2% | $4,157-76.3% | $4,661-78.8% |
| Participant deferral / active EE | $3,500 | $4,989-29.8% | $4,169-16.0% | $6,689-47.7% |
| Admin fee / account holder | $4,134 | $9,878-58.1% | $7,665-46.1% | $13,398-69.1% |