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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 | $97,743 | $72,426+35.0% | $67,560+44.7% | $145,897-33.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.19% | 7226.78%-7216.6pp | 3533.50%-3523.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $7,386 | $3,074+140.2% | $2,737+169.9% | $4,663+58.4% |
| Participant deferral / active EE | $1,584 | $4,785-66.9% | $4,004-60.4% | $6,689-76.3% |
| Admin fee / account holder | $1,711 | $5,514-69.0% | $3,994-57.2% | $13,390-87.2% |