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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 | $169,361+10.4% | $129,397+44.5% | $145,877+28.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 14395.54%-14384.8pp | 9453.98%-9443.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $17,910 | $5,542+223.2% | $4,154+331.1% | $4,663+284.1% |
| Participant deferral / active EE | $9,125 | $4,987+83.0% | $4,167+119.0% | $6,691+36.4% |
| Admin fee / account holder | $748 | $9,903-92.4% | $7,679-90.3% | $13,402-94.4% |