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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 | $33,542 | $169,356-80.2% | $129,406-74.1% | $145,897-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.13% | 14418.62%-14403.5pp | 9468.18%-9453.0pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,088 | $5,542-26.2% | $4,155-1.6% | $4,663-12.3% |
| Participant deferral / active EE | $9,898 | $4,987+98.5% | $4,167+137.5% | $6,689+48.0% |
| Admin fee / account holder | $641 | $9,915-93.5% | $7,689-91.7% | $13,390-95.2% |