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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 | $169,161-80.2% | $129,295-74.1% | $145,959-77.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.13% | 14348.07%-14332.9pp | 9429.28%-9414.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $4,088 | $5,543-26.3% | $4,157-1.7% | $4,661-12.3% |
| Participant deferral / active EE | $9,898 | $4,989+98.4% | $4,169+137.4% | $6,689+48.0% |
| Admin fee / account holder | $641 | $9,878-93.5% | $7,665-91.6% | $13,398-95.2% |