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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 | $101,101 | $72,426+39.6% | $67,560+49.6% | $145,897-30.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.71% | 7226.78%-7217.1pp | 3533.50%-3523.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $6,106 | $3,074+98.6% | $2,737+123.1% | $4,663+31.0% |
| Participant deferral / active EE | $11,002 | $4,785+129.9% | $4,004+174.8% | $6,689+64.5% |
| Admin fee / account holder | $45,377 | $5,514+723.0% | $3,994+1036.1% | $13,390+238.9% |