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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 | $15,063 | $99,644-84.9% | $86,438-82.6% | $134,532-88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.92% | 6787.26%-6781.3pp | 4397.19%-4391.3pp | 418.27%-412.3pp |
| Employer contribution / active EE | $3,534 | $4,402-19.7% | $3,769-6.3% | $4,741-25.5% |
| Participant deferral / active EE | $6,216 | $7,247-14.2% | $6,952-10.6% | $6,401-2.9% |
| Admin fee / account holder | $1,911 | $8,375-77.2% | $6,733-71.6% | $11,429-83.3% |