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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 | $25,696 | $169,161-84.8% | $129,295-80.1% | $145,959-82.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.98% | 14348.07%-14329.1pp | 9429.28%-9410.3pp | 561.95%-543.0pp |
| Employer contribution / active EE | $6,147 | $5,543+10.9% | $4,157+47.9% | $4,661+31.9% |
| Participant deferral / active EE | $7,660 | $4,989+53.5% | $4,169+83.7% | $6,689+14.5% |
| Admin fee / account holder | $4,044 | $9,878-59.1% | $7,665-47.2% | $13,398-69.8% |