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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 | $169,237-84.0% | $129,339-79.0% | $145,978-81.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 14364.43%-14349.0pp | 9437.05%-9421.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $2,393 | $5,540-56.8% | $4,154-42.4% | $4,662-48.7% |
| Participant deferral / active EE | $2,871 | $4,991-42.5% | $4,170-31.2% | $6,690-57.1% |
| Admin fee / account holder | $16,045 | $9,882+62.4% | $7,668+109.3% | $13,400+19.7% |