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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 | $44,222 | $169,237-73.9% | $129,339-65.8% | $145,978-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.94% | 14364.43%-14347.5pp | 9437.05%-9420.1pp | 550.52%-533.6pp |
| Employer contribution / active EE | $7,901 | $5,540+42.6% | $4,154+90.2% | $4,662+69.5% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $335 | $9,882-96.6% | $7,668-95.6% | $13,400-97.5% |