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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 | $49,194 | $72,403-32.1% | $67,524-27.1% | $145,978-66.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.61% | 7197.23%-7186.6pp | 3519.41%-3508.8pp | 550.52%-539.9pp |
| Employer contribution / active EE | $6,144 | $3,072+100.0% | $2,734+124.7% | $4,662+31.8% |
| Participant deferral / active EE | $2,207 | $4,782-53.9% | $4,001-44.9% | $6,690-67.0% |
| Admin fee / account holder | $3,623 | $5,541-34.6% | $4,001-9.4% | $13,400-73.0% |