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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 | $19,834 | $169,161-88.3% | $129,295-84.7% | $145,959-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.84% | 14348.07%-14337.2pp | 9429.28%-9418.4pp | 561.95%-551.1pp |
| Employer contribution / active EE | $4,904 | $5,543-11.5% | $4,157+18.0% | $4,661+5.2% |
| Participant deferral / active EE | $2,707 | $4,989-45.8% | $4,169-35.1% | $6,689-59.5% |
| Admin fee / account holder | $688 | $9,878-93.0% | $7,665-91.0% | $13,398-94.9% |