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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 | $96,910 | $169,161-42.7% | $129,295-25.0% | $145,959-33.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.10% | 14348.07%-14339.0pp | 9429.28%-9420.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,870 | $5,543-66.3% | $4,157-55.0% | $4,661-59.9% |
| Participant deferral / active EE | $6,947 | $4,989+39.2% | $4,169+66.6% | $6,689+3.9% |
| Admin fee / account holder | $1,036 | $9,878-89.5% | $7,665-86.5% | $13,398-92.3% |