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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 | $118,246 | $169,237-30.1% | $129,339-8.6% | $145,978-19.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.54% | 14364.43%-14355.9pp | 9437.05%-9428.5pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,002 | $5,540-81.9% | $4,154-75.9% | $4,662-78.5% |
| Participant deferral / active EE | $25,949 | $4,991+419.9% | $4,170+522.3% | $6,690+287.9% |
| Admin fee / account holder | $1,727 | $9,882-82.5% | $7,668-77.5% | $13,400-87.1% |