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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 | $169,237-80.2% | $129,339-74.1% | $145,978-77.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.36% | 14364.43%-14346.1pp | 9437.05%-9418.7pp | 550.52%-532.2pp |
| Employer contribution / active EE | $986 | $5,540-82.2% | $4,154-76.3% | $4,662-78.8% |
| Participant deferral / active EE | $3,500 | $4,991-29.9% | $4,170-16.1% | $6,690-47.7% |
| Admin fee / account holder | $4,134 | $9,882-58.2% | $7,668-46.1% | $13,400-69.1% |