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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 | $117,153 | $169,237-30.8% | $129,339-9.4% | $145,978-19.7% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 11.61% | 14364.43%-14352.8pp | 9437.05%-9425.4pp | 550.52%-538.9pp |
| Employer contribution / active EE | $7,190 | $5,540+29.8% | $4,154+73.1% | $4,662+54.2% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,715 | $9,882-32.1% | $7,668-12.4% | $13,400-49.9% |