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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 | $248,589 | $169,336+46.8% | $129,384+92.1% | $145,884+70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.43% | 14408.70%-14396.3pp | 9461.77%-9449.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $6,115 | $5,540+10.4% | $4,153+47.2% | $4,662+31.2% |
| Participant deferral / active EE | $12,839 | $4,985+157.5% | $4,166+208.2% | $6,690+91.9% |
| Admin fee / account holder | $656 | $9,912-93.4% | $7,686-91.5% | $13,392-95.1% |