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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 | $169,161-8.2% | $129,295+20.1% | $145,959+6.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.88% | 14348.07%-14327.2pp | 9429.28%-9408.4pp | 561.95%-541.1pp |
| Employer contribution / active EE | $6,506 | $5,543+17.4% | $4,157+56.5% | $4,661+39.6% |
| Participant deferral / active EE | $15,725 | $4,989+215.2% | $4,169+277.2% | $6,689+135.1% |
| Admin fee / account holder | $597 | $9,878-94.0% | $7,665-92.2% | $13,398-95.5% |