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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 | $128,014 | $169,356-24.4% | $129,406-1.1% | $145,897-12.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.91% | 14418.62%-14404.7pp | 9468.18%-9454.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $458 | $5,542-91.7% | $4,155-89.0% | $4,663-90.2% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,689+128.0% |
| Admin fee / account holder | $5,993 | $9,915-39.6% | $7,689-22.1% | $13,390-55.2% |