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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 | $96,123-38.5% | $77,361-23.6% | $198,609-70.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 19.66% | 2054.81%-2035.1pp | 1011.54%-991.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $9,210 | $3,791+143.0% | $2,990+208.0% | $5,055+82.2% |
| Participant deferral / active EE | $9,802 | $4,975+97.0% | $3,911+150.6% | $6,977+40.5% |
| Admin fee / account holder | $338 | $9,471-96.4% | $5,894-94.3% | $19,030-98.2% |