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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 | $169,336-91.4% | $129,384-88.8% | $145,884-90.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.10% | 14408.70%-14390.6pp | 9461.77%-9443.7pp | 551.85%-533.8pp |
| Employer contribution / active EE | $4,537 | $5,540-18.1% | $4,153+9.2% | $4,662-2.7% |
| Participant deferral / active EE | $9,958 | $4,985+99.8% | $4,166+139.1% | $6,690+48.9% |
| Admin fee / account holder | $1,906 | $9,912-80.8% | $7,686-75.2% | $13,392-85.8% |