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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 | $169,356-29.4% | $129,406-7.6% | $145,897-18.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.10% | 14418.62%-14403.5pp | 9468.18%-9453.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $30,440 | $5,542+449.3% | $4,155+632.6% | $4,663+552.9% |
| Participant deferral / active EE | $18,417 | $4,987+269.3% | $4,167+341.9% | $6,689+175.3% |
| Admin fee / account holder | $363 | $9,915-96.3% | $7,689-95.3% | $13,390-97.3% |