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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 | $107,802 | $169,336-36.3% | $129,384-16.7% | $145,884-26.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.14% | 14408.70%-14394.6pp | 9461.77%-9447.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $24,427 | $5,540+340.9% | $4,153+488.1% | $4,662+423.9% |
| Participant deferral / active EE | $15,250 | $4,985+205.9% | $4,166+266.1% | $6,690+128.0% |
| Admin fee / account holder | $3,024 | $9,912-69.5% | $7,686-60.7% | $13,392-77.4% |