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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 | $92,462 | $169,361-45.4% | $129,397-28.5% | $145,877-36.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.04% | 14395.54%-14381.5pp | 9453.98%-9439.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,180 | $5,542-60.7% | $4,154-47.5% | $4,663-53.2% |
| Participant deferral / active EE | $2,180 | $4,987-56.3% | $4,167-47.7% | $6,691-67.4% |
| Admin fee / account holder | $3,626 | $9,903-63.4% | $7,679-52.8% | $13,402-72.9% |