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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 | $169,237-70.9% | $129,339-61.9% | $145,978-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.68% | 14364.43%-14347.8pp | 9437.05%-9420.4pp | 550.52%-533.8pp |
| Employer contribution / active EE | $6,263 | $5,540+13.1% | $4,154+50.8% | $4,662+34.4% |
| Participant deferral / active EE | $8,078 | $4,991+61.8% | $4,170+93.7% | $6,690+20.7% |
| Admin fee / account holder | $4,999 | $9,882-49.4% | $7,668-34.8% | $13,400-62.7% |