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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 | $14,953 | $169,361-91.2% | $129,397-88.4% | $145,877-89.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.49% | 14395.54%-14381.1pp | 9453.98%-9439.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $1,734 | $5,542-68.7% | $4,154-58.3% | $4,663-62.8% |
| Participant deferral / active EE | $3,509 | $4,987-29.6% | $4,167-15.8% | $6,691-47.6% |
| Admin fee / account holder | $1,462 | $9,903-85.2% | $7,679-81.0% | $13,402-89.1% |