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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 | $169,336-53.5% | $129,384-39.1% | $145,884-46.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.20% | 14408.70%-14399.5pp | 9461.77%-9452.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $4,533 | $5,540-18.2% | $4,153+9.1% | $4,662-2.8% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,170 | $9,912+123.7% | $7,686+188.5% | $13,392+65.6% |