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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 | $169,361-20.7% | $129,397+3.8% | $145,877-8.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.01% | 14395.54%-14380.5pp | 9453.98%-9439.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $9,286 | $5,542+67.6% | $4,154+123.5% | $4,663+99.2% |
| Participant deferral / active EE | $10,294 | $4,987+106.4% | $4,167+147.0% | $6,691+53.9% |
| Admin fee / account holder | $1,011 | $9,903-89.8% | $7,679-86.8% | $13,402-92.5% |