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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 | $49,295 | $169,336-70.9% | $129,384-61.9% | $145,884-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.68% | 14408.70%-14392.0pp | 9461.77%-9445.1pp | 551.85%-535.2pp |
| Employer contribution / active EE | $6,263 | $5,540+13.1% | $4,153+50.8% | $4,662+34.3% |
| Participant deferral / active EE | $8,078 | $4,985+62.0% | $4,166+93.9% | $6,690+20.7% |
| Admin fee / account holder | $4,999 | $9,912-49.6% | $7,686-35.0% | $13,392-62.7% |