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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 | $119,600 | $169,161-29.3% | $129,295-7.5% | $145,959-18.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.10% | 14348.07%-14333.0pp | 9429.28%-9414.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $30,440 | $5,543+449.2% | $4,157+632.3% | $4,661+553.1% |
| Participant deferral / active EE | $18,417 | $4,989+269.1% | $4,169+341.7% | $6,689+175.3% |
| Admin fee / account holder | $363 | $9,878-96.3% | $7,665-95.3% | $13,398-97.3% |