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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 | $53,159 | $169,161-68.6% | $129,295-58.9% | $145,959-63.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 14348.07%-14338.1pp | 9429.28%-9419.4pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,132 | $5,543-61.5% | $4,157-48.7% | $4,661-54.2% |
| Participant deferral / active EE | $2,716 | $4,989-45.6% | $4,169-34.9% | $6,689-59.4% |
| Admin fee / account holder | $13,896 | $9,878+40.7% | $7,665+81.3% | $13,398+3.7% |