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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 | $87,253 | $169,336-48.5% | $129,384-32.6% | $145,884-40.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.81% | 14408.70%-14383.9pp | 9461.77%-9437.0pp | 551.85%-527.0pp |
| Employer contribution / active EE | $5,967 | $5,540+7.7% | $4,153+43.7% | $4,662+28.0% |
| Participant deferral / active EE | $30,494 | $4,985+511.7% | $4,166+632.0% | $6,690+355.8% |
| Admin fee / account holder | $2,493 | $9,912-74.8% | $7,686-67.6% | $13,392-81.4% |