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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 | $78,523 | $169,356-53.6% | $129,406-39.3% | $145,897-46.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.66% | 14418.62%-14410.0pp | 9468.18%-9459.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $12,181 | $5,542+119.8% | $4,155+193.1% | $4,663+161.2% |
| Participant deferral / active EE | $8,072 | $4,987+61.9% | $4,167+93.7% | $6,689+20.7% |
| Admin fee / account holder | $1,031 | $9,915-89.6% | $7,689-86.6% | $13,390-92.3% |