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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 | $102,477 | $169,361-39.5% | $129,397-20.8% | $145,877-29.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.85% | 14395.54%-14381.7pp | 9453.98%-9440.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $9,875 | $5,542+78.2% | $4,154+137.7% | $4,663+111.8% |
| Participant deferral / active EE | $18,928 | $4,987+279.5% | $4,167+354.2% | $6,691+182.9% |
| Admin fee / account holder | $312 | $9,903-96.8% | $7,679-95.9% | $13,402-97.7% |