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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 | $169,361-53.9% | $129,397-39.6% | $145,877-46.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.80% | 14395.54%-14385.7pp | 9453.98%-9444.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $19,586 | $5,542+253.4% | $4,154+371.5% | $4,663+320.0% |
| Participant deferral / active EE | $3,437 | $4,987-31.1% | $4,167-17.5% | $6,691-48.6% |
| Admin fee / account holder | $688 | $9,903-93.1% | $7,679-91.0% | $13,402-94.9% |