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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 | $134,278 | $169,161-20.6% | $129,295+3.9% | $145,959-8.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.01% | 14348.07%-14333.1pp | 9429.28%-9414.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $9,286 | $5,543+67.5% | $4,157+123.4% | $4,661+99.2% |
| Participant deferral / active EE | $10,294 | $4,989+106.3% | $4,169+146.9% | $6,689+53.9% |
| Admin fee / account holder | $1,011 | $9,878-89.8% | $7,665-86.8% | $13,398-92.5% |