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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 | $75,827 | $96,123-21.1% | $77,361-2.0% | $198,609-61.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 51.93% | 2054.81%-2002.9pp | 1011.54%-959.6pp | 202.70%-150.8pp |
| Employer contribution / active EE | $2,328 | $3,791-38.6% | $2,990-22.2% | $5,055-54.0% |
| Participant deferral / active EE | $15,600 | $4,975+213.6% | $3,911+298.9% | $6,977+123.6% |
| Admin fee / account holder | $694 | $9,471-92.7% | $5,894-88.2% | $19,030-96.4% |