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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 | $169,336+12.3% | $129,384+47.0% | $145,884+30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.21% | 14408.70%-14394.5pp | 9461.77%-9447.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $7,389 | $5,540+33.4% | $4,153+77.9% | $4,662+58.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,714 | $9,912-82.7% | $7,686-77.7% | $13,392-87.2% |