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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 | $36,075 | $169,336-78.7% | $129,384-72.1% | $145,884-75.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.15% | 14408.70%-14386.6pp | 9461.77%-9439.6pp | 551.85%-529.7pp |
| Employer contribution / active EE | $3,995 | $5,540-27.9% | $4,153-3.8% | $4,662-14.3% |
| Participant deferral / active EE | $4,003 | $4,985-19.7% | $4,166-3.9% | $6,690-40.2% |
| Admin fee / account holder | $1,468 | $9,912-85.2% | $7,686-80.9% | $13,392-89.0% |