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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 | $173,523 | $180,749-4.0% | $160,784+7.9% | $137,256+26.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 12.49% | 2234.46%-2222.0pp | 1803.92%-1791.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $13,256 | $4,155+219.0% | $3,733+255.1% | $4,156+219.0% |
| Participant deferral / active EE | $10,146 | $6,844+48.2% | $6,293+61.2% | $6,407+58.4% |
| Admin fee / account holder | $49,556 | $10,397+376.6% | $9,717+410.0% | $12,270+303.9% |