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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 | $66,895 | $72,426-7.6% | $67,560-1.0% | $145,897-54.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.17% | 7226.78%-7215.6pp | 3533.50%-3522.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $4,887 | $3,074+59.0% | $2,737+78.6% | $4,663+4.8% |
| Participant deferral / active EE | $9,779 | $4,785+104.4% | $4,004+144.2% | $6,689+46.2% |
| Admin fee / account holder | $1,144 | $5,514-79.3% | $3,994-71.4% | $13,390-91.5% |