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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 | $94,618 | $102,696-7.9% | $86,235+9.7% | $139,487-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.10% | 1925.91%-1911.8pp | 1170.03%-1155.9pp | 373.84%-359.7pp |
| Employer contribution / active EE | $14,962 | $3,034+393.1% | $2,381+528.4% | $4,755+214.7% |
| Participant deferral / active EE | $7,513 | $4,679+60.6% | $3,987+88.4% | $6,713+11.9% |
| Admin fee / account holder | $937 | $8,667-89.2% | $6,856-86.3% | $11,407-91.8% |