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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 | $83,972 | $181,896-53.8% | $156,551-46.4% | $273,972-69.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1428.81% | 30.74%+1398.1pp | 32.23%+1396.6pp | 41.46%+1387.4pp |
| Employer contribution / active EE | $16,741 | $6,248+167.9% | $5,501+204.3% | $4,869+243.8% |
| Participant deferral / active EE | $10,346 | $5,550+86.4% | $4,871+112.4% | $5,287+95.7% |
| Admin fee / account holder | $195,236 | $15,560+1154.7% | $13,028+1398.6% | $10,133+1826.8% |