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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 | $115,769 | $169,336-31.6% | $129,384-10.5% | $145,884-20.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.50% | 14408.70%-14399.2pp | 9461.77%-9452.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $5,534 | $5,540-0.1% | $4,153+33.2% | $4,662+18.7% |
| Participant deferral / active EE | $16,989 | $4,985+240.8% | $4,166+307.8% | $6,690+154.0% |
| Admin fee / account holder | $495 | $9,912-95.0% | $7,686-93.6% | $13,392-96.3% |