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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 | $146,602 | $169,356-13.4% | $129,406+13.3% | $145,897+0.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.82% | 14418.62%-14408.8pp | 9468.18%-9458.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $5,866 | $5,542+5.8% | $4,155+41.2% | $4,663+25.8% |
| Participant deferral / active EE | $11,911 | $4,987+138.9% | $4,167+185.8% | $6,689+78.1% |
| Admin fee / account holder | $1,181 | $9,915-88.1% | $7,689-84.6% | $13,390-91.2% |