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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 | $113,641 | $169,336-32.9% | $129,384-12.2% | $145,884-22.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.07% | 14408.70%-14400.6pp | 9461.77%-9453.7pp | 551.85%-543.8pp |
| Employer contribution / active EE | $3,117 | $5,540-43.7% | $4,153-25.0% | $4,662-33.2% |
| Participant deferral / active EE | $6,890 | $4,985+38.2% | $4,166+65.4% | $6,690+3.0% |
| Admin fee / account holder | $55,960 | $9,912+464.6% | $7,686+628.1% | $13,392+317.9% |