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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 | $72,396-13.6% | $67,511-7.4% | $145,959-57.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 42.43% | 7194.07%-7151.6pp | 3517.41%-3475.0pp | 561.95%-519.5pp |
| Employer contribution / active EE | $10,638 | $3,071+246.4% | $2,733+289.3% | $4,661+128.2% |
| Participant deferral / active EE | $8,121 | $4,781+69.8% | $4,000+103.0% | $6,689+21.4% |
| Admin fee / account holder | $600 | $5,538-89.2% | $3,999-85.0% | $13,398-95.5% |