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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 | $56,616 | $72,403-21.8% | $67,524-16.2% | $145,978-61.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.69% | 7197.23%-7180.5pp | 3519.41%-3502.7pp | 550.52%-533.8pp |
| Employer contribution / active EE | $4,055 | $3,072+32.0% | $2,734+48.3% | $4,662-13.0% |
| Participant deferral / active EE | $4,093 | $4,782-14.4% | $4,001+2.3% | $6,690-38.8% |
| Admin fee / account holder | $2,259 | $5,541-59.2% | $4,001-43.5% | $13,400-83.1% |