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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 | $169,161-62.5% | $129,295-50.9% | $145,959-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.58% | 14348.07%-14339.5pp | 9429.28%-9420.7pp | 561.95%-553.4pp |
| Employer contribution / active EE | $6,650 | $5,543+20.0% | $4,157+60.0% | $4,661+42.7% |
| Participant deferral / active EE | $10,167 | $4,989+103.8% | $4,169+143.9% | $6,689+52.0% |
| Admin fee / account holder | $3,063 | $9,878-69.0% | $7,665-60.0% | $13,398-77.1% |