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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 | $75,291 | $176,688-57.4% | $130,660-42.4% | $152,909-50.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.73% | 2693.08%-2673.4pp | 1709.29%-1689.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $9,971 | $5,743+73.6% | $4,092+143.7% | $4,764+109.3% |
| Participant deferral / active EE | $8,349 | $4,362+91.4% | $3,603+131.7% | $5,851+42.7% |
| Admin fee / account holder | $1,623 | $7,131-77.2% | $5,463-70.3% | $11,601-86.0% |