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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 | $135,537 | $72,426+87.1% | $67,560+100.6% | $145,897-7.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.13% | 7226.78%-7216.7pp | 3533.50%-3523.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $8,940 | $3,074+190.8% | $2,737+226.7% | $4,663+91.7% |
| Participant deferral / active EE | $8,032 | $4,785+67.8% | $4,004+100.6% | $6,689+20.1% |
| Admin fee / account holder | $4,549 | $5,514-17.5% | $3,994+13.9% | $13,390-66.0% |