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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 | $71,937 | $96,123-25.2% | $77,361-7.0% | $198,609-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 13.28% | 2054.81%-2041.5pp | 1011.54%-998.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $6,205 | $3,791+63.7% | $2,990+107.5% | $5,055+22.7% |
| Participant deferral / active EE | $9,970 | $4,975+100.4% | $3,911+154.9% | $6,977+42.9% |
| Admin fee / account holder | $2,491 | $9,471-73.7% | $5,894-57.7% | $19,030-86.9% |