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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 | $33,791 | $169,336-80.0% | $129,384-73.9% | $145,884-76.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.70% | 14408.70%-14400.0pp | 9461.77%-9453.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $820 | $5,540-85.2% | $4,153-80.3% | $4,662-82.4% |
| Participant deferral / active EE | $2,012 | $4,985-59.6% | $4,166-51.7% | $6,690-69.9% |
| Admin fee / account holder | $6,308 | $9,912-36.4% | $7,686-17.9% | $13,392-52.9% |