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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 | $169,356-26.2% | $129,406-3.4% | $145,897-14.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.74% | 14418.62%-14405.9pp | 9468.18%-9455.4pp | 552.29%-539.6pp |
| Employer contribution / active EE | $21,013 | $5,542+279.2% | $4,155+405.7% | $4,663+350.7% |
| Participant deferral / active EE | $18,243 | $4,987+265.9% | $4,167+337.8% | $6,689+172.7% |
| Admin fee / account holder | $1,090 | $9,915-89.0% | $7,689-85.8% | $13,390-91.9% |