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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 | $131,278 | $169,336-22.5% | $129,384+1.5% | $145,884-10.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.36% | 14408.70%-14394.3pp | 9461.77%-9447.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $7,836 | $5,540+41.4% | $4,153+88.7% | $4,662+68.1% |
| Participant deferral / active EE | $3,865 | $4,985-22.5% | $4,166-7.2% | $6,690-42.2% |
| Admin fee / account holder | $8,065 | $9,912-18.6% | $7,686+4.9% | $13,392-39.8% |