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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 | $117,212 | $169,336-30.8% | $129,384-9.4% | $145,884-19.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.19% | 14408.70%-14392.5pp | 9461.77%-9445.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $9,767 | $5,540+76.3% | $4,153+135.2% | $4,662+109.5% |
| Participant deferral / active EE | $15,672 | $4,985+214.4% | $4,166+276.2% | $6,690+134.3% |
| Admin fee / account holder | $2,243 | $9,912-77.4% | $7,686-70.8% | $13,392-83.3% |