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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 | $96,517 | $72,396+33.3% | $67,511+43.0% | $145,959-33.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.63% | 7194.07%-7177.4pp | 3517.41%-3500.8pp | 561.95%-545.3pp |
| Employer contribution / active EE | $4,664 | $3,071+51.9% | $2,733+70.7% | $4,661+0.1% |
| Participant deferral / active EE | $1,292 | $4,781-73.0% | $4,000-67.7% | $6,689-80.7% |
| Admin fee / account holder | $5,906 | $5,538+6.6% | $3,999+47.7% | $13,398-55.9% |