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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 | $169,336-14.1% | $129,384+12.4% | $145,884-0.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.51% | 14408.70%-14398.2pp | 9461.77%-9451.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,851 | $5,540-48.5% | $4,153-31.4% | $4,662-38.9% |
| Participant deferral / active EE | $13,512 | $4,985+171.0% | $4,166+224.4% | $6,690+102.0% |
| Admin fee / account holder | $612 | $9,912-93.8% | $7,686-92.0% | $13,392-95.4% |