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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 | $71,444 | $177,353-59.7% | $158,226-54.8% | $198,609-64.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 9.15% | 599.50%-590.3pp | 501.41%-492.3pp | 202.70%-193.5pp |
| Employer contribution / active EE | $14,973 | $3,239+362.3% | $2,986+401.5% | $5,055+196.2% |
| Participant deferral / active EE | $8,029 | $4,615+74.0% | $4,317+86.0% | $6,977+15.1% |
| Admin fee / account holder | $874 | $10,960-92.0% | $10,217-91.5% | $19,030-95.4% |