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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 | $72,465-7.6% | $67,575-0.9% | $145,884-54.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.38% | 7222.56%-7206.2pp | 3528.98%-3512.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $6,792 | $3,074+121.0% | $2,736+148.3% | $4,662+45.7% |
| Participant deferral / active EE | $13,628 | $4,786+184.8% | $4,003+240.4% | $6,690+103.7% |
| Admin fee / account holder | $1,478 | $5,515-73.2% | $3,993-63.0% | $13,392-89.0% |