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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 | $72,446-9.2% | $67,561-2.6% | $145,877-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.58% | 7211.98%-7199.4pp | 3525.44%-3512.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $961 | $3,072-68.7% | $2,735-64.9% | $4,663-79.4% |
| Participant deferral / active EE | $9,818 | $4,785+105.2% | $4,003+145.3% | $6,691+46.7% |
| Admin fee / account holder | $1,996 | $5,541-64.0% | $4,006-50.2% | $13,402-85.1% |