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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 | $140,885 | $169,356-16.8% | $129,406+8.9% | $145,897-3.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.56% | 14418.62%-14406.1pp | 9468.18%-9455.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $8,412 | $5,542+51.8% | $4,155+102.4% | $4,663+80.4% |
| Participant deferral / active EE | $6,994 | $4,987+40.3% | $4,167+67.8% | $6,689+4.6% |
| Admin fee / account holder | $3,207 | $9,915-67.7% | $7,689-58.3% | $13,390-76.1% |