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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 | $59,268 | $68,097-13.0% | $62,929-5.8% | $137,256-56.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $15,440 | $2,811+449.2% | $2,505+516.5% | $4,156+271.5% |
| Participant deferral / active EE | $15,938 | $4,553+250.1% | $3,888+309.9% | $6,407+148.8% |
| Admin fee / account holder | $112,064 | $6,521+1618.4% | $5,065+2112.7% | $12,270+813.3% |