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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 | $93,260 | $72,396+28.8% | $67,511+38.1% | $145,959-36.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.54% | 7194.07%-7184.5pp | 3517.41%-3507.9pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,642 | $3,071+18.6% | $2,733+33.3% | $4,661-21.9% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,678 | $5,538-51.7% | $3,999-33.0% | $13,398-80.0% |