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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 | $169,336-47.3% | $129,384-31.0% | $145,884-38.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.88% | 14408.70%-14393.8pp | 9461.77%-9446.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $7,205 | $5,540+30.1% | $4,153+73.5% | $4,662+54.5% |
| Participant deferral / active EE | $2,350 | $4,985-52.9% | $4,166-43.6% | $6,690-64.9% |
| Admin fee / account holder | $26,591 | $9,912+168.3% | $7,686+246.0% | $13,392+98.6% |