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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 | $72,352 | $102,696-29.5% | $86,235-16.1% | $139,487-48.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.26% | 1925.91%-1905.6pp | 1170.03%-1149.8pp | 373.84%-353.6pp |
| Employer contribution / active EE | $12,344 | $3,034+306.9% | $2,381+418.4% | $4,755+159.6% |
| Participant deferral / active EE | $6,880 | $4,679+47.0% | $3,987+72.6% | $6,713+2.5% |
| Admin fee / account holder | $383 | $8,667-95.6% | $6,856-94.4% | $11,407-96.6% |