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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 | $211,199 | $169,161+24.9% | $129,295+63.3% | $145,959+44.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.13% | 14348.07%-14337.9pp | 9429.28%-9419.1pp | 561.95%-551.8pp |
| Employer contribution / active EE | $4,316 | $5,543-22.1% | $4,157+3.8% | $4,661-7.4% |
| Participant deferral / active EE | $16,032 | $4,989+221.3% | $4,169+284.5% | $6,689+139.7% |
| Admin fee / account holder | $1,506 | $9,878-84.8% | $7,665-80.4% | $13,398-88.8% |