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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 | $129,573 | $72,426+78.9% | $67,560+91.8% | $145,897-11.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.81% | 7226.78%-7212.0pp | 3533.50%-3518.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,135 | $3,074+67.0% | $2,737+87.6% | $4,663+10.1% |
| Participant deferral / active EE | $8,119 | $4,785+69.7% | $4,004+102.8% | $6,689+21.4% |
| Admin fee / account holder | $2,477 | $5,514-55.1% | $3,994-38.0% | $13,390-81.5% |