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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 | $169,161-30.7% | $129,295-9.4% | $145,959-19.7% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 11.61% | 14348.07%-14336.5pp | 9429.28%-9417.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $7,190 | $5,543+29.7% | $4,157+73.0% | $4,661+54.3% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,715 | $9,878-32.0% | $7,665-12.4% | $13,398-49.9% |