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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 | $89,231 | $169,237-47.3% | $129,339-31.0% | $145,978-38.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.88% | 14364.43%-14349.6pp | 9437.05%-9422.2pp | 550.52%-535.6pp |
| Employer contribution / active EE | $7,205 | $5,540+30.0% | $4,154+73.4% | $4,662+54.6% |
| Participant deferral / active EE | $2,350 | $4,991-52.9% | $4,170-43.6% | $6,690-64.9% |
| Admin fee / account holder | $26,591 | $9,882+169.1% | $7,668+246.8% | $13,400+98.4% |