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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 | $23,992 | $169,237-85.8% | $129,339-81.5% | $145,978-83.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.84% | 14364.43%-14349.6pp | 9437.05%-9422.2pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,981 | $5,540-64.2% | $4,154-52.3% | $4,662-57.5% |
| Participant deferral / active EE | $16,203 | $4,991+224.6% | $4,170+288.6% | $6,690+142.2% |
| Admin fee / account holder | $388 | $9,882-96.1% | $7,668-94.9% | $13,400-97.1% |