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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 | $69,013 | $180,749-61.8% | $160,784-57.1% | $137,256-49.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.47% | 2234.46%-2222.0pp | 1803.92%-1791.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $812 | $4,155-80.5% | $3,733-78.2% | $4,156-80.5% |
| Participant deferral / active EE | $1,218 | $6,844-82.2% | $6,293-80.6% | $6,407-81.0% |
| Admin fee / account holder | $631 | $10,397-93.9% | $9,717-93.5% | $12,270-94.9% |