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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 | $27,574 | $169,336-83.7% | $129,384-78.7% | $145,884-81.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.27% | 14408.70%-14395.4pp | 9461.77%-9448.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $398 | $5,540-92.8% | $4,153-90.4% | $4,662-91.5% |
| Participant deferral / active EE | $1,729 | $4,985-65.3% | $4,166-58.5% | $6,690-74.2% |
| Admin fee / account holder | $1,902 | $9,912-80.8% | $7,686-75.3% | $13,392-85.8% |