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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 | $42,092 | $169,336-75.1% | $129,384-67.5% | $145,884-71.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 14408.70%-14401.0pp | 9461.77%-9454.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $19,804 | $5,540+257.5% | $4,153+376.8% | $4,662+324.8% |
| Participant deferral / active EE | $11,867 | $4,985+138.1% | $4,166+184.9% | $6,690+77.4% |
| Admin fee / account holder | $306 | $9,912-96.9% | $7,686-96.0% | $13,392-97.7% |