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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 | $77,085 | $157,276-51.0% | $141,177-45.4% | $152,885-49.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11463.16% | 64.33%+11398.8pp | 71.40%+11391.8pp | 345.39%+11117.8pp |
| Employer contribution / active EE | $2,025 | $5,262-61.5% | $4,736-57.2% | $4,763-57.5% |
| Participant deferral / active EE | $3,331 | $7,110-53.1% | $6,710-50.4% | $5,851-43.1% |
| Admin fee / account holder | $571 | $12,123-95.3% | $10,263-94.4% | $11,598-95.1% |