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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 | $63,121 | $169,361-62.7% | $129,397-51.2% | $145,877-56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.15% | 14395.54%-14383.4pp | 9453.98%-9441.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $433 | $5,542-92.2% | $4,154-89.6% | $4,663-90.7% |
| Participant deferral / active EE | $3,250 | $4,987-34.8% | $4,167-22.0% | $6,691-51.4% |
| Admin fee / account holder | $606 | $9,903-93.9% | $7,679-92.1% | $13,402-95.5% |