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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 | $72,733 | $169,356-57.1% | $129,406-43.8% | $145,897-50.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.02% | 14418.62%-14389.6pp | 9468.18%-9439.2pp | 552.29%-523.3pp |
| Employer contribution / active EE | $12,498 | $5,542+125.5% | $4,155+200.8% | $4,663+168.1% |
| Participant deferral / active EE | $10,375 | $4,987+108.1% | $4,167+149.0% | $6,689+55.1% |
| Admin fee / account holder | $759 | $9,915-92.3% | $7,689-90.1% | $13,390-94.3% |