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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 | $62,548 | $72,426-13.6% | $67,560-7.4% | $145,897-57.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 42.43% | 7226.78%-7184.4pp | 3533.50%-3491.1pp | 552.29%-509.9pp |
| Employer contribution / active EE | $10,638 | $3,074+246.0% | $2,737+288.7% | $4,663+128.2% |
| Participant deferral / active EE | $8,121 | $4,785+69.7% | $4,004+102.8% | $6,689+21.4% |
| Admin fee / account holder | $600 | $5,514-89.1% | $3,994-85.0% | $13,390-95.5% |