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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 | $64,642 | $169,361-61.8% | $129,397-50.0% | $145,877-55.7% |
| Participation rate | 95.2% | 76.5%+18.8pp | 69.6%+25.6pp | 80.3%+14.9pp |
| Annual return | 15.07% | 14395.54%-14380.5pp | 9453.98%-9438.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,556 | $4,987+71.6% | $4,167+105.3% | $6,691+27.9% |
| Admin fee / account holder | $9,964 | $9,903+0.6% | $7,679+29.8% | $13,402-25.7% |