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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 | $14,727 | $156,927-90.6% | $121,169-87.8% | $139,456-89.4% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 18.82% | 1475.85%-1457.0pp | 986.71%-967.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $3,098 | $5,542-44.1% | $4,168-25.7% | $4,753-34.8% |
| Participant deferral / active EE | $3,098 | $4,848-36.1% | $4,083-24.1% | $6,711-53.8% |
| Admin fee / account holder | $1,483 | $6,946-78.6% | $5,645-73.7% | $11,407-87.0% |