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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 | $65,192 | $169,161-61.5% | $129,295-49.6% | $145,959-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.83% | 14348.07%-14339.2pp | 9429.28%-9420.4pp | 561.95%-553.1pp |
| Employer contribution / active EE | $6,172 | $5,543+11.4% | $4,157+48.5% | $4,661+32.4% |
| Participant deferral / active EE | $12,664 | $4,989+153.8% | $4,169+203.7% | $6,689+89.3% |
| Admin fee / account holder | $351 | $9,878-96.4% | $7,665-95.4% | $13,398-97.4% |