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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 | $81,097 | $84,685-4.2% | $73,836+9.8% | $125,389-35.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 7.31% | 3123.80%-3116.5pp | 2268.06%-2260.7pp | 282.24%-274.9pp |
| Employer contribution / active EE | $9,569 | $3,123+206.4% | $2,787+243.3% | $4,866+96.6% |
| Participant deferral / active EE | $10,762 | $3,993+169.5% | $3,583+200.3% | $5,352+101.1% |
| Admin fee / account holder | $1,402 | $5,694-75.4% | $4,882-71.3% | $9,541-85.3% |