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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 | $58,580 | $72,446-19.1% | $67,561-13.3% | $145,877-59.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.29% | 7211.98%-7202.7pp | 3525.44%-3516.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $4,833 | $3,072+57.3% | $2,735+76.7% | $4,663+3.6% |
| Participant deferral / active EE | $8,161 | $4,785+70.6% | $4,003+103.9% | $6,691+22.0% |
| Admin fee / account holder | $385 | $5,541-93.1% | $4,006-90.4% | $13,402-97.1% |