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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 | $186,933 | $169,161+10.5% | $129,295+44.6% | $145,959+28.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 14348.07%-14337.3pp | 9429.28%-9418.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $17,910 | $5,543+223.1% | $4,157+330.8% | $4,661+284.3% |
| Participant deferral / active EE | $9,125 | $4,989+82.9% | $4,169+118.9% | $6,689+36.4% |
| Admin fee / account holder | $748 | $9,878-92.4% | $7,665-90.2% | $13,398-94.4% |