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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 | $72,403+39.6% | $67,524+49.7% | $145,978-30.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.71% | 7197.23%-7187.5pp | 3519.41%-3509.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $6,106 | $3,072+98.8% | $2,734+123.4% | $4,662+31.0% |
| Participant deferral / active EE | $11,002 | $4,782+130.0% | $4,001+174.9% | $6,690+64.5% |
| Admin fee / account holder | $45,377 | $5,541+718.9% | $4,001+1034.2% | $13,400+238.6% |