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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 | $130,703 | $190,879-31.5% | $160,009-18.3% | $134,532-2.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 10.65% | 552.63%-542.0pp | 408.85%-398.2pp | 418.27%-407.6pp |
| Employer contribution / active EE | $30,187 | $4,995+504.4% | $4,225+614.5% | $4,741+536.7% |
| Participant deferral / active EE | $7,346 | $6,924+6.1% | $6,183+18.8% | $6,401+14.8% |
| Admin fee / account holder | $142,219 | $10,495+1255.1% | $8,715+1531.9% | $11,429+1144.4% |