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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 | $72,465-14.2% | $67,575-8.0% | $145,884-57.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.62% | 7222.56%-7208.9pp | 3528.98%-3515.4pp | 551.85%-538.2pp |
| Employer contribution / active EE | $9,044 | $3,074+194.3% | $2,736+230.6% | $4,662+94.0% |
| Participant deferral / active EE | $8,512 | $4,786+77.9% | $4,003+112.6% | $6,690+27.2% |
| Admin fee / account holder | $864 | $5,515-84.3% | $3,993-78.4% | $13,392-93.5% |