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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 | $116,595 | $72,426+61.0% | $67,560+72.6% | $145,897-20.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.57% | 7226.78%-7208.2pp | 3533.50%-3514.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $7,688 | $3,074+150.1% | $2,737+180.9% | $4,663+64.9% |
| Participant deferral / active EE | $8,865 | $4,785+85.3% | $4,004+121.4% | $6,689+32.5% |
| Admin fee / account holder | $576 | $5,514-89.6% | $3,994-85.6% | $13,390-95.7% |