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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 | $64,131 | $169,237-62.1% | $129,339-50.4% | $145,978-56.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.21% | 14364.43%-14346.2pp | 9437.05%-9418.8pp | 550.52%-532.3pp |
| Employer contribution / active EE | $1,250 | $5,540-77.4% | $4,154-69.9% | $4,662-73.2% |
| Participant deferral / active EE | $1,695 | $4,991-66.0% | $4,170-59.4% | $6,690-74.7% |
| Admin fee / account holder | $6,818 | $9,882-31.0% | $7,668-11.1% | $13,400-49.1% |