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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 | $65,314 | $169,356-61.4% | $129,406-49.5% | $145,897-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.63% | 14418.62%-14397.0pp | 9468.18%-9446.5pp | 552.29%-530.7pp |
| Employer contribution / active EE | $3,781 | $5,542-31.8% | $4,155-9.0% | $4,663-18.9% |
| Participant deferral / active EE | $4,321 | $4,987-13.4% | $4,167+3.7% | $6,689-35.4% |
| Admin fee / account holder | $4,106 | $9,915-58.6% | $7,689-46.6% | $13,390-69.3% |