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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 | $169,361-57.1% | $129,397-43.8% | $145,877-50.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.02% | 14395.54%-14366.5pp | 9453.98%-9425.0pp | 551.28%-522.3pp |
| Employer contribution / active EE | $12,498 | $5,542+125.5% | $4,154+200.9% | $4,663+168.0% |
| Participant deferral / active EE | $10,375 | $4,987+108.0% | $4,167+149.0% | $6,691+55.1% |
| Admin fee / account holder | $759 | $9,903-92.3% | $7,679-90.1% | $13,402-94.3% |