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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 | $145,868 | $169,336-13.9% | $129,384+12.7% | $145,8840% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.21% | 14408.70%-14399.5pp | 9461.77%-9452.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $22,000 | $5,540+297.1% | $4,153+429.7% | $4,662+371.9% |
| Participant deferral / active EE | $7,667 | $4,985+53.8% | $4,166+84.0% | $6,690+14.6% |
| Admin fee / account holder | $908 | $9,912-90.8% | $7,686-88.2% | $13,392-93.2% |