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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 | $54,823 | $169,237-67.6% | $129,339-57.6% | $145,978-62.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.94% | 14364.43%-14352.5pp | 9437.05%-9425.1pp | 550.52%-538.6pp |
| Employer contribution / active EE | $7,718 | $5,540+39.3% | $4,154+85.8% | $4,662+65.6% |
| Participant deferral / active EE | $5,921 | $4,991+18.6% | $4,170+42.0% | $6,690-11.5% |
| Admin fee / account holder | $773 | $9,882-92.2% | $7,668-89.9% | $13,400-94.2% |