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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 | $89,397 | $72,403+23.5% | $67,524+32.4% | $145,978-38.8% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 10.26% | 7197.23%-7187.0pp | 3519.41%-3509.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $7,645 | $3,072+148.9% | $2,734+179.6% | $4,662+64.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,030 | $5,541-81.4% | $4,001-74.2% | $13,400-92.3% |