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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 | $70,958 | $169,356-58.1% | $129,406-45.2% | $145,897-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.85% | 14418.62%-14406.8pp | 9468.18%-9456.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,067 | $5,542-44.7% | $4,155-26.2% | $4,663-34.2% |
| Participant deferral / active EE | $18,261 | $4,987+266.2% | $4,167+338.2% | $6,689+173.0% |
| Admin fee / account holder | $33,091 | $9,915+233.7% | $7,689+330.4% | $13,390+147.1% |