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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 | $72,396-9.1% | $67,511-2.6% | $145,959-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 7194.07%-7181.5pp | 3517.41%-3504.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $961 | $3,071-68.7% | $2,733-64.8% | $4,661-79.4% |
| Participant deferral / active EE | $9,818 | $4,781+105.3% | $4,000+145.4% | $6,689+46.8% |
| Admin fee / account holder | $1,996 | $5,538-64.0% | $3,999-50.1% | $13,398-85.1% |