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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 | $72,446+34.9% | $67,561+44.7% | $145,877-33.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.19% | 7211.98%-7201.8pp | 3525.44%-3515.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $7,386 | $3,072+140.4% | $2,735+170.1% | $4,663+58.4% |
| Participant deferral / active EE | $1,584 | $4,785-66.9% | $4,003-60.4% | $6,691-76.3% |
| Admin fee / account holder | $1,711 | $5,541-69.1% | $4,006-57.3% | $13,402-87.2% |