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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 | $133,799 | $169,336-21.0% | $129,384+3.4% | $145,884-8.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.68% | 14408.70%-14397.0pp | 9461.77%-9450.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $6,410 | $5,540+15.7% | $4,153+54.3% | $4,662+37.5% |
| Participant deferral / active EE | $17,461 | $4,985+250.3% | $4,166+319.2% | $6,690+161.0% |
| Admin fee / account holder | $31,728 | $9,912+220.1% | $7,686+312.8% | $13,392+136.9% |