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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 | $50,828 | $169,336-70.0% | $129,384-60.7% | $145,884-65.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 14408.70%-14399.7pp | 9461.77%-9452.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,788 | $5,540-31.6% | $4,153-8.8% | $4,662-18.8% |
| Participant deferral / active EE | $2,522 | $4,985-49.4% | $4,166-39.5% | $6,690-62.3% |
| Admin fee / account holder | $15,780 | $9,912+59.2% | $7,686+105.3% | $13,392+17.8% |