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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 | $169,356-84.0% | $129,406-79.0% | $145,897-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 14418.62%-14403.2pp | 9468.18%-9452.7pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,393 | $5,542-56.8% | $4,155-42.4% | $4,663-48.7% |
| Participant deferral / active EE | $2,871 | $4,987-42.4% | $4,167-31.1% | $6,689-57.1% |
| Admin fee / account holder | $16,045 | $9,915+61.8% | $7,689+108.7% | $13,390+19.8% |