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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 | $169,161-13.3% | $129,295+13.4% | $145,959+0.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.82% | 14348.07%-14338.2pp | 9429.28%-9419.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $5,866 | $5,543+5.8% | $4,157+41.1% | $4,661+25.9% |
| Participant deferral / active EE | $11,911 | $4,989+138.7% | $4,169+185.7% | $6,689+78.1% |
| Admin fee / account holder | $1,181 | $9,878-88.0% | $7,665-84.6% | $13,398-91.2% |