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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 | $122,988 | $176,688-30.4% | $130,660-5.9% | $152,897-19.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 15.31% | 2693.08%-2677.8pp | 1709.29%-1694.0pp | 345.43%-330.1pp |
| Employer contribution / active EE | $29,786 | $5,743+418.7% | $4,092+627.9% | $4,764+525.3% |
| Participant deferral / active EE | $7,133 | $4,362+63.5% | $3,603+98.0% | $5,851+21.9% |
| Admin fee / account holder | $913 | $7,131-87.2% | $5,463-83.3% | $11,599-92.1% |