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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 | $59,134 | $68,097-13.2% | $62,929-6.0% | $137,256-56.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.66% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $9,210 | $2,811+227.6% | $2,505+267.7% | $4,156+121.6% |
| Participant deferral / active EE | $9,802 | $4,553+115.3% | $3,888+152.1% | $6,407+53.0% |
| Admin fee / account holder | $338 | $6,521-94.8% | $5,065-93.3% | $12,270-97.2% |