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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 | $35,200 | $169,336-79.2% | $129,384-72.8% | $145,884-75.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.19% | 14408.70%-14391.5pp | 9461.77%-9444.6pp | 551.85%-534.7pp |
| Employer contribution / active EE | $10,226 | $5,540+84.6% | $4,153+146.2% | $4,662+119.3% |
| Participant deferral / active EE | $4,564 | $4,985-8.4% | $4,166+9.6% | $6,690-31.8% |
| Admin fee / account holder | $355 | $9,912-96.4% | $7,686-95.4% | $13,392-97.4% |