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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 | $169,237-61.4% | $129,339-49.5% | $145,978-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.63% | 14364.43%-14342.8pp | 9437.05%-9415.4pp | 550.52%-528.9pp |
| Employer contribution / active EE | $3,781 | $5,540-31.7% | $4,154-9.0% | $4,662-18.9% |
| Participant deferral / active EE | $4,321 | $4,991-13.4% | $4,170+3.6% | $6,690-35.4% |
| Admin fee / account holder | $4,106 | $9,882-58.4% | $7,668-46.4% | $13,400-69.4% |