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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 | $27,113 | $169,161-84.0% | $129,295-79.0% | $145,959-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 14348.07%-14332.6pp | 9429.28%-9413.8pp | 561.95%-546.5pp |
| Employer contribution / active EE | $2,393 | $5,543-56.8% | $4,157-42.4% | $4,661-48.7% |
| Participant deferral / active EE | $2,871 | $4,989-42.5% | $4,169-31.1% | $6,689-57.1% |
| Admin fee / account holder | $16,045 | $9,878+62.4% | $7,665+109.3% | $13,398+19.8% |