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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 | $190,155 | $169,161+12.4% | $129,295+47.1% | $145,959+30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $7,389 | $5,543+33.3% | $4,157+77.7% | $4,661+58.5% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,714 | $9,878-82.6% | $7,665-77.6% | $13,398-87.2% |