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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 | $128,582 | $169,361-24.1% | $129,397-0.6% | $145,877-11.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.40% | 14395.54%-14379.1pp | 9453.98%-9437.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,465 | $5,542+16.7% | $4,154+55.6% | $4,663+38.6% |
| Participant deferral / active EE | $7,871 | $4,987+57.8% | $4,167+88.9% | $6,691+17.6% |
| Admin fee / account holder | $1,410 | $9,903-85.8% | $7,679-81.6% | $13,402-89.5% |