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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 | $58,849 | $169,161-65.2% | $129,295-54.5% | $145,959-59.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.87% | 14348.07%-14338.2pp | 9429.28%-9419.4pp | 561.95%-552.1pp |
| Employer contribution / active EE | $4,923 | $5,543-11.2% | $4,157+18.4% | $4,661+5.6% |
| Participant deferral / active EE | $1,670 | $4,989-66.5% | $4,169-59.9% | $6,689-75.0% |
| Admin fee / account holder | $3,496 | $9,878-64.6% | $7,665-54.4% | $13,398-73.9% |