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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 | $62,184 | $56,197+10.7% | $67,652-8.1% | $59,633+4.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 7.79% | 18508.10%-18500.3pp | 6625.40%-6617.6pp | 2041.45%-2033.7pp |
| Employer contribution / active EE | $10,836 | $1,615+571.1% | $2,266+378.3% | $2,203+392.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,305 | $3,958-16.5% | $4,821-31.5% | $4,297-23.1% |