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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 | $169,361+24.7% | $129,397+63.2% | $145,877+44.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.13% | 14395.54%-14385.4pp | 9453.98%-9443.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $4,316 | $5,542-22.1% | $4,154+3.9% | $4,663-7.4% |
| Participant deferral / active EE | $16,032 | $4,987+221.4% | $4,167+284.7% | $6,691+139.6% |
| Admin fee / account holder | $1,506 | $9,903-84.8% | $7,679-80.4% | $13,402-88.8% |