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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 | $169,237-61.5% | $129,339-49.6% | $145,978-55.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.83% | 14364.43%-14355.6pp | 9437.05%-9428.2pp | 550.52%-541.7pp |
| Employer contribution / active EE | $6,172 | $5,540+11.4% | $4,154+48.6% | $4,662+32.4% |
| Participant deferral / active EE | $12,664 | $4,991+153.7% | $4,170+203.7% | $6,690+89.3% |
| Admin fee / account holder | $351 | $9,882-96.4% | $7,668-95.4% | $13,400-97.4% |