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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 | $96,707 | $169,237-42.9% | $129,339-25.2% | $145,978-33.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.02% | 14364.43%-14351.4pp | 9437.05%-9424.0pp | 550.52%-537.5pp |
| Employer contribution / active EE | $4,514 | $5,540-18.5% | $4,154+8.7% | $4,662-3.2% |
| Participant deferral / active EE | $6,453 | $4,991+29.3% | $4,170+54.7% | $6,690-3.5% |
| Admin fee / account holder | $834 | $9,882-91.6% | $7,668-89.1% | $13,400-93.8% |