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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 | $63,461 | $169,361-62.5% | $129,397-51.0% | $145,877-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.58% | 14395.54%-14387.0pp | 9453.98%-9445.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $6,650 | $5,542+20.0% | $4,154+60.1% | $4,663+42.6% |
| Participant deferral / active EE | $10,167 | $4,987+103.8% | $4,167+144.0% | $6,691+52.0% |
| Admin fee / account holder | $3,063 | $9,903-69.1% | $7,679-60.1% | $13,402-77.1% |