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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 | $120,345 | $169,356-28.9% | $129,406-7.0% | $145,897-17.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.99% | 14418.62%-14410.6pp | 9468.18%-9460.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $5,350 | $5,542-3.5% | $4,155+28.8% | $4,663+14.7% |
| Participant deferral / active EE | $11,846 | $4,987+137.5% | $4,167+184.3% | $6,689+77.1% |
| Admin fee / account holder | $16,310 | $9,915+64.5% | $7,689+112.1% | $13,390+21.8% |