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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 | $18,189 | $180,749-89.9% | $160,784-88.7% | $137,256-86.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.30% | 2234.46%-2218.2pp | 1803.92%-1787.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,634 | $4,155-36.6% | $3,733-29.4% | $4,156-36.6% |
| Participant deferral / active EE | $2,634 | $6,844-61.5% | $6,293-58.1% | $6,407-58.9% |
| Admin fee / account holder | $474 | $10,397-95.4% | $9,717-95.1% | $12,270-96.1% |