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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 | $91,876 | $169,237-45.7% | $129,339-29.0% | $145,978-37.1% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 22.45% | 14364.43%-14342.0pp | 9437.05%-9414.6pp | 550.52%-528.1pp |
| Employer contribution / active EE | $7,611 | $5,540+37.4% | $4,154+83.2% | $4,662+63.3% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $804 | $9,882-91.9% | $7,668-89.5% | $13,400-94.0% |