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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 | $85,468 | $169,336-49.5% | $129,384-33.9% | $145,884-41.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.98% | 14408.70%-14385.7pp | 9461.77%-9438.8pp | 551.85%-528.9pp |
| Employer contribution / active EE | $991 | $5,540-82.1% | $4,153-76.1% | $4,662-78.7% |
| Participant deferral / active EE | $1,098 | $4,985-78.0% | $4,166-73.6% | $6,690-83.6% |
| Admin fee / account holder | $771 | $9,912-92.2% | $7,686-90.0% | $13,392-94.2% |