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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 | $113,645 | $169,161-32.8% | $129,295-12.1% | $145,959-22.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.95% | 14348.07%-14336.1pp | 9429.28%-9417.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,317 | $5,543-22.1% | $4,157+3.9% | $4,661-7.4% |
| Participant deferral / active EE | $2,843 | $4,989-43.0% | $4,169-31.8% | $6,689-57.5% |
| Admin fee / account holder | $30,377 | $9,878+207.5% | $7,665+296.3% | $13,398+126.7% |