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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 | $78,125 | $169,161-53.8% | $129,295-39.6% | $145,959-46.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.80% | 14348.07%-14338.3pp | 9429.28%-9419.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $19,586 | $5,543+253.3% | $4,157+371.1% | $4,661+320.2% |
| Participant deferral / active EE | $3,437 | $4,989-31.1% | $4,169-17.6% | $6,689-48.6% |
| Admin fee / account holder | $688 | $9,878-93.0% | $7,665-91.0% | $13,398-94.9% |