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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 | $14,816 | $169,161-91.2% | $129,295-88.5% | $145,959-89.8% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 8.14% | 14348.07%-14339.9pp | 9429.28%-9421.1pp | 561.95%-553.8pp |
| Employer contribution / active EE | $5,991 | $5,543+8.1% | $4,157+44.1% | $4,661+28.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $639 | $9,878-93.5% | $7,665-91.7% | $13,398-95.2% |