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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 | $126,502 | $173,340-27.0% | $136,007-7.0% | $145,959-13.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 1163.32%-1153.0pp | 579.32%-569.0pp | 561.95%-551.6pp |
| Employer contribution / active EE | $16,567 | $5,275+214.1% | $4,215+293.1% | $4,661+255.4% |
| Participant deferral / active EE | $20,600 | $8,699+136.8% | $7,024+193.3% | $6,689+208.0% |
| Admin fee / account holder | $25,189 | $9,954+153.0% | $6,858+267.3% | $13,398+88.0% |