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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 | $169,237-88.3% | $129,339-84.7% | $145,978-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.84% | 14364.43%-14353.6pp | 9437.05%-9426.2pp | 550.52%-539.7pp |
| Employer contribution / active EE | $4,904 | $5,540-11.5% | $4,154+18.1% | $4,662+5.2% |
| Participant deferral / active EE | $2,707 | $4,991-45.8% | $4,170-35.1% | $6,690-59.5% |
| Admin fee / account holder | $688 | $9,882-93.0% | $7,668-91.0% | $13,400-94.9% |