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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 | $69,246 | $72,426-4.4% | $67,560+2.5% | $145,897-52.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.69% | 7226.78%-7213.1pp | 3533.50%-3519.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $5,251 | $3,074+70.8% | $2,737+91.9% | $4,663+12.6% |
| Participant deferral / active EE | $5,041 | $4,785+5.4% | $4,004+25.9% | $6,689-24.6% |
| Admin fee / account holder | $1,409 | $5,514-74.4% | $3,994-64.7% | $13,390-89.5% |