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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 | $14,498 | $169,356-91.4% | $129,406-88.8% | $145,897-90.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 14418.62%-14400.5pp | 9468.18%-9450.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $4,537 | $5,542-18.1% | $4,155+9.2% | $4,663-2.7% |
| Participant deferral / active EE | $9,958 | $4,987+99.7% | $4,167+139.0% | $6,689+48.9% |
| Admin fee / account holder | $1,906 | $9,915-80.8% | $7,689-75.2% | $13,390-85.8% |