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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 | $66,980 | $72,426-7.5% | $67,560-0.9% | $145,897-54.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.38% | 7226.78%-7210.4pp | 3533.50%-3517.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $6,792 | $3,074+120.9% | $2,737+148.2% | $4,663+45.7% |
| Participant deferral / active EE | $13,628 | $4,785+184.8% | $4,004+240.4% | $6,689+103.7% |
| Admin fee / account holder | $1,478 | $5,514-73.2% | $3,994-63.0% | $13,390-89.0% |