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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 | $31,927 | $169,356-81.1% | $129,406-75.3% | $145,897-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.77% | 14418.62%-14396.8pp | 9468.18%-9446.4pp | 552.29%-530.5pp |
| Employer contribution / active EE | $7,552 | $5,542+36.3% | $4,155+81.7% | $4,663+62.0% |
| Participant deferral / active EE | $8,247 | $4,987+65.4% | $4,167+97.9% | $6,689+23.3% |
| Admin fee / account holder | $759 | $9,915-92.3% | $7,689-90.1% | $13,390-94.3% |