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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 | $139,664 | $169,161-17.4% | $129,295+8.0% | $145,959-4.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.03% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $8,255 | $5,543+48.9% | $4,157+98.6% | $4,661+77.1% |
| Participant deferral / active EE | $10,867 | $4,989+117.8% | $4,169+160.6% | $6,689+62.5% |
| Admin fee / account holder | $883 | $9,878-91.1% | $7,665-88.5% | $13,398-93.4% |