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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 | $62,167 | $72,446-14.2% | $67,561-8.0% | $145,877-57.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.62% | 7211.98%-7198.4pp | 3525.44%-3511.8pp | 551.28%-537.7pp |
| Employer contribution / active EE | $9,044 | $3,072+194.4% | $2,735+230.7% | $4,663+94.0% |
| Participant deferral / active EE | $8,512 | $4,785+77.9% | $4,003+112.7% | $6,691+27.2% |
| Admin fee / account holder | $864 | $5,541-84.4% | $4,006-78.4% | $13,402-93.6% |