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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 | $91,434 | $72,426+26.2% | $67,560+35.3% | $145,897-37.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.61% | 7226.78%-7216.2pp | 3533.50%-3522.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $4,865 | $3,074+58.2% | $2,737+77.8% | $4,663+4.3% |
| Participant deferral / active EE | $2,383 | $4,785-50.2% | $4,004-40.5% | $6,689-64.4% |
| Admin fee / account holder | $3,171 | $5,514-42.5% | $3,994-20.6% | $13,390-76.3% |