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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 | $169,336-61.8% | $129,384-50.0% | $145,884-55.7% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.6%+25.6pp | 80.3%+14.9pp |
| Annual return | 15.07% | 14408.70%-14393.6pp | 9461.77%-9446.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,556 | $4,985+71.6% | $4,166+105.4% | $6,690+27.9% |
| Admin fee / account holder | $9,964 | $9,912+0.5% | $7,686+29.6% | $13,392-25.6% |