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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 | $160,104 | $169,361-5.5% | $129,397+23.7% | $145,877+9.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.08% | 14395.54%-14382.5pp | 9453.98%-9440.9pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,226 | $5,542+66.5% | $4,154+122.1% | $4,663+97.9% |
| Participant deferral / active EE | $13,974 | $4,987+180.2% | $4,167+235.3% | $6,691+108.9% |
| Admin fee / account holder | $1,259 | $9,903-87.3% | $7,679-83.6% | $13,402-90.6% |