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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 | $190,129 | $169,356+12.3% | $129,406+46.9% | $145,897+30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.06% | 14418.62%-14407.6pp | 9468.18%-9457.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $19,638 | $5,542+254.3% | $4,155+372.6% | $4,663+321.2% |
| Participant deferral / active EE | $12,896 | $4,987+158.6% | $4,167+209.5% | $6,689+92.8% |
| Admin fee / account holder | $1,476 | $9,915-85.1% | $7,689-80.8% | $13,390-89.0% |