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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 | $169,161-53.6% | $129,295-39.3% | $145,959-46.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.66% | 14348.07%-14339.4pp | 9429.28%-9420.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $12,181 | $5,543+119.8% | $4,157+193.0% | $4,661+161.4% |
| Participant deferral / active EE | $8,072 | $4,989+61.8% | $4,169+93.6% | $6,689+20.7% |
| Admin fee / account holder | $1,031 | $9,878-89.6% | $7,665-86.5% | $13,398-92.3% |