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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 | $64,212 | $72,396-11.3% | $67,511-4.9% | $145,959-56.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.70% | 7194.07%-7184.4pp | 3517.41%-3507.7pp | 561.95%-552.2pp |
| Employer contribution / active EE | $9,808 | $3,071+219.4% | $2,733+259.0% | $4,661+110.4% |
| Participant deferral / active EE | $3,421 | $4,781-28.5% | $4,000-14.5% | $6,689-48.9% |
| Admin fee / account holder | $12,204 | $5,538+120.4% | $3,999+205.2% | $13,398-8.9% |