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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 | $115,932 | $169,336-31.5% | $129,384-10.4% | $145,884-20.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.27% | 14408.70%-14391.4pp | 9461.77%-9444.5pp | 551.85%-534.6pp |
| Employer contribution / active EE | $4,945 | $5,540-10.7% | $4,153+19.1% | $4,662+6.1% |
| Participant deferral / active EE | $10,179 | $4,985+104.2% | $4,166+144.4% | $6,690+52.2% |
| Admin fee / account holder | $412 | $9,912-95.8% | $7,686-94.6% | $13,392-96.9% |