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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 | $43,869 | $169,356-74.1% | $129,406-66.1% | $145,897-69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.19% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $1,256 | $5,542-77.3% | $4,155-69.8% | $4,663-73.1% |
| Participant deferral / active EE | $5,197 | $4,987+4.2% | $4,167+24.7% | $6,689-22.3% |
| Admin fee / account holder | $548 | $9,915-94.5% | $7,689-92.9% | $13,390-95.9% |