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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 | $169,237-81.1% | $129,339-75.3% | $145,978-78.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.77% | 14364.43%-14342.7pp | 9437.05%-9415.3pp | 550.52%-528.7pp |
| Employer contribution / active EE | $7,552 | $5,540+36.3% | $4,154+81.8% | $4,662+62.0% |
| Participant deferral / active EE | $8,247 | $4,991+65.2% | $4,170+97.8% | $6,690+23.3% |
| Admin fee / account holder | $759 | $9,882-92.3% | $7,668-90.1% | $13,400-94.3% |