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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 | $128,372 | $169,336-24.2% | $129,384-0.8% | $145,884-12.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 14408.70%-14397.9pp | 9461.77%-9451.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,979 | $5,540+26.0% | $4,153+68.0% | $4,662+49.7% |
| Participant deferral / active EE | $11,500 | $4,985+130.7% | $4,166+176.1% | $6,690+71.9% |
| Admin fee / account holder | $1,287 | $9,912-87.0% | $7,686-83.3% | $13,392-90.4% |