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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 | $78,766 | $169,237-53.5% | $129,339-39.1% | $145,978-46.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.20% | 14364.43%-14355.2pp | 9437.05%-9427.9pp | 550.52%-541.3pp |
| Employer contribution / active EE | $4,533 | $5,540-18.2% | $4,154+9.1% | $4,662-2.8% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,170 | $9,882+124.4% | $7,668+189.1% | $13,400+65.4% |