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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 | $116,996 | $72,465+61.5% | $67,575+73.1% | $145,884-19.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.61% | 7222.56%-7203.9pp | 3528.98%-3510.4pp | 551.85%-533.2pp |
| Employer contribution / active EE | $6,759 | $3,074+119.9% | $2,736+147.1% | $4,662+45.0% |
| Participant deferral / active EE | $3,734 | $4,786-22.0% | $4,003-6.7% | $6,690-44.2% |
| Admin fee / account holder | $3,997 | $5,515-27.5% | $3,993+0.1% | $13,392-70.2% |