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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 | $72,396+35.0% | $67,511+44.8% | $145,959-33.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.19% | 7194.07%-7183.9pp | 3517.41%-3507.2pp | 561.95%-551.8pp |
| Employer contribution / active EE | $7,386 | $3,071+140.5% | $2,733+170.3% | $4,661+58.5% |
| Participant deferral / active EE | $1,584 | $4,781-66.9% | $4,000-60.4% | $6,689-76.3% |
| Admin fee / account holder | $1,711 | $5,538-69.1% | $3,999-57.2% | $13,398-87.2% |