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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 | $65,357 | $72,446-9.8% | $67,561-3.3% | $145,877-55.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.99% | 7211.98%-7202.0pp | 3525.44%-3515.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $5,305 | $3,072+72.7% | $2,735+94.0% | $4,663+13.8% |
| Participant deferral / active EE | $11,803 | $4,785+146.7% | $4,003+194.9% | $6,691+76.4% |
| Admin fee / account holder | $746 | $5,541-86.5% | $4,006-81.4% | $13,402-94.4% |