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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 | $108,331 | $169,336-36.0% | $129,384-16.3% | $145,884-25.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.42% | 14408.70%-14398.3pp | 9461.77%-9451.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $19,759 | $5,540+256.7% | $4,153+375.7% | $4,662+323.8% |
| Participant deferral / active EE | $11,244 | $4,985+125.6% | $4,166+169.9% | $6,690+68.1% |
| Admin fee / account holder | $943 | $9,912-90.5% | $7,686-87.7% | $13,392-93.0% |