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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 | $49,830 | $169,237-70.6% | $129,339-61.5% | $145,978-65.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.53% | 14364.43%-14351.9pp | 9437.05%-9424.5pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,828 | $5,540-67.0% | $4,154-56.0% | $4,662-60.8% |
| Participant deferral / active EE | $9,772 | $4,991+95.8% | $4,170+134.3% | $6,690+46.1% |
| Admin fee / account holder | $333 | $9,882-96.6% | $7,668-95.7% | $13,400-97.5% |