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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 | $71,936 | $169,356-57.5% | $129,406-44.4% | $145,897-50.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14418.62%-14405.2pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,174 | $5,542-24.7% | $4,155+0.5% | $4,663-10.5% |
| Participant deferral / active EE | $5,681 | $4,987+13.9% | $4,167+36.3% | $6,689-15.1% |
| Admin fee / account holder | $660 | $9,915-93.3% | $7,689-91.4% | $13,390-95.1% |