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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 | $87,246 | $99,668-12.5% | $86,451+0.9% | $134,545-35.2% |
| Participation rate | 95.7% | 82.1%+13.6pp | 80.3%+15.3pp | 81.2%+14.4pp |
| Annual return | 17.20% | 6789.61%-6772.4pp | 4398.51%-4381.3pp | 418.37%-401.2pp |
| Employer contribution / active EE | $9,685 | $4,403+120.0% | $3,770+156.9% | $4,742+104.3% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,689 | $8,377-67.9% | $6,734-60.1% | $11,431-76.5% |