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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 | $168,050 | $169,336-0.8% | $129,384+29.9% | $145,884+15.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.15% | 14408.70%-14399.6pp | 9461.77%-9452.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $9,272 | $5,540+67.4% | $4,153+123.3% | $4,662+98.9% |
| Participant deferral / active EE | $9,775 | $4,985+96.1% | $4,166+134.7% | $6,690+46.1% |
| Admin fee / account holder | $13,629 | $9,912+37.5% | $7,686+77.3% | $13,392+1.8% |