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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 | $124,958 | $169,161-26.1% | $129,295-3.4% | $145,959-14.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.74% | 14348.07%-14335.3pp | 9429.28%-9416.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $21,013 | $5,543+279.1% | $4,157+405.5% | $4,661+350.8% |
| Participant deferral / active EE | $18,243 | $4,989+265.6% | $4,169+337.6% | $6,689+172.8% |
| Admin fee / account holder | $1,090 | $9,878-89.0% | $7,665-85.8% | $13,398-91.9% |