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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 | $155,229 | $169,356-8.3% | $129,406+20.0% | $145,897+6.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.88% | 14418.62%-14397.7pp | 9468.18%-9447.3pp | 552.29%-531.4pp |
| Employer contribution / active EE | $6,506 | $5,542+17.4% | $4,155+56.6% | $4,663+39.5% |
| Participant deferral / active EE | $15,725 | $4,987+215.3% | $4,167+277.3% | $6,689+135.1% |
| Admin fee / account holder | $597 | $9,915-94.0% | $7,689-92.2% | $13,390-95.5% |