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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 | $74,587 | $169,356-56.0% | $129,406-42.4% | $145,897-48.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.03% | 14418.62%-14402.6pp | 9468.18%-9452.1pp | 552.29%-536.3pp |
| Employer contribution / active EE | $6,053 | $5,542+9.2% | $4,155+45.7% | $4,663+29.8% |
| Participant deferral / active EE | $7,377 | $4,987+47.9% | $4,167+77.0% | $6,689+10.3% |
| Admin fee / account holder | $357 | $9,915-96.4% | $7,689-95.4% | $13,390-97.3% |