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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 | $65,784 | $72,426-9.2% | $67,560-2.6% | $145,897-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 7226.78%-7214.2pp | 3533.50%-3520.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $961 | $3,074-68.7% | $2,737-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $9,818 | $4,785+105.2% | $4,004+145.2% | $6,689+46.8% |
| Admin fee / account holder | $1,996 | $5,514-63.8% | $3,994-50.0% | $13,390-85.1% |