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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 | $108,776 | $169,237-35.7% | $129,339-15.9% | $145,978-25.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 14364.43%-14354.8pp | 9437.05%-9427.4pp | 550.52%-540.9pp |
| Employer contribution / active EE | $8,449 | $5,540+52.5% | $4,154+103.4% | $4,662+81.2% |
| Participant deferral / active EE | $6,643 | $4,991+33.1% | $4,170+59.3% | $6,690-0.7% |
| Admin fee / account holder | $3,354 | $9,882-66.1% | $7,668-56.3% | $13,400-75.0% |