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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 | $74,515 | $169,336-56.0% | $129,384-42.4% | $145,884-48.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.43% | 14408.70%-14395.3pp | 9461.77%-9448.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,396 | $5,540-2.6% | $4,153+29.9% | $4,662+15.7% |
| Participant deferral / active EE | $23,000 | $4,985+361.4% | $4,166+452.1% | $6,690+243.8% |
| Admin fee / account holder | $851 | $9,912-91.4% | $7,686-88.9% | $13,392-93.6% |