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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 | $117,742 | $169,336-30.5% | $129,384-9.0% | $145,884-19.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.05% | 14408.70%-14392.7pp | 9461.77%-9445.7pp | 551.85%-535.8pp |
| Employer contribution / active EE | $4,664 | $5,540-15.8% | $4,153+12.3% | $4,6620% |
| Participant deferral / active EE | $4,664 | $4,985-6.4% | $4,166+12.0% | $6,690-30.3% |
| Admin fee / account holder | $2,675 | $9,912-73.0% | $7,686-65.2% | $13,392-80.0% |