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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 | $91,434 | $72,446+26.2% | $67,561+35.3% | $145,877-37.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.61% | 7211.98%-7201.4pp | 3525.44%-3514.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $4,865 | $3,072+58.4% | $2,735+77.9% | $4,663+4.3% |
| Participant deferral / active EE | $2,383 | $4,785-50.2% | $4,003-40.5% | $6,691-64.4% |
| Admin fee / account holder | $3,171 | $5,541-42.8% | $4,006-20.8% | $13,402-76.3% |