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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 | $72,465+23.4% | $67,575+32.3% | $145,884-38.7% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 10.26% | 7222.56%-7212.3pp | 3528.98%-3518.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $7,645 | $3,074+148.7% | $2,736+179.5% | $4,662+64.0% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,030 | $5,515-81.3% | $3,993-74.2% | $13,392-92.3% |