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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 | $74,869 | $102,663-27.1% | $86,216-13.2% | $139,466-46.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 27.49% | 1924.52%-1897.0pp | 1169.42%-1141.9pp | 373.66%-346.2pp |
| Employer contribution / active EE | $10,420 | $3,035+243.4% | $2,382+337.6% | $4,754+119.2% |
| Participant deferral / active EE | $4,730 | $4,677+1.1% | $3,986+18.7% | $6,712-29.5% |
| Admin fee / account holder | $1,949 | $8,663-77.5% | $6,853-71.6% | $11,409-82.9% |