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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 | $215,777 | $169,336+27.4% | $129,384+66.8% | $145,884+47.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.38% | 14408.70%-14400.3pp | 9461.77%-9453.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $8,855 | $5,540+59.8% | $4,153+113.2% | $4,662+89.9% |
| Participant deferral / active EE | $5,865 | $4,985+17.7% | $4,166+40.8% | $6,690-12.3% |
| Admin fee / account holder | $942 | $9,912-90.5% | $7,686-87.8% | $13,392-93.0% |