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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 | $14,402 | $169,356-91.5% | $129,406-88.9% | $145,897-90.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 32.75% | 14418.62%-14385.9pp | 9468.18%-9435.4pp | 552.29%-519.5pp |
| Employer contribution / active EE | $3,873 | $5,542-30.1% | $4,155-6.8% | $4,663-16.9% |
| Participant deferral / active EE | $5,841 | $4,987+17.1% | $4,167+40.2% | $6,689-12.7% |
| Admin fee / account holder | $1,611 | $9,915-83.8% | $7,689-79.1% | $13,390-88.0% |