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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 | $145,432 | $169,361-14.1% | $129,397+12.4% | $145,877-0.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.51% | 14395.54%-14385.0pp | 9453.98%-9443.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,851 | $5,542-48.6% | $4,154-31.4% | $4,663-38.9% |
| Participant deferral / active EE | $13,512 | $4,987+170.9% | $4,167+224.2% | $6,691+101.9% |
| Admin fee / account holder | $612 | $9,903-93.8% | $7,679-92.0% | $13,402-95.4% |