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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 | $69,049 | $72,403-4.6% | $67,524+2.3% | $145,978-52.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.45% | 7197.23%-7184.8pp | 3519.41%-3507.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $6,442 | $3,072+109.7% | $2,734+135.6% | $4,662+38.2% |
| Participant deferral / active EE | $3,790 | $4,782-20.8% | $4,001-5.3% | $6,690-43.3% |
| Admin fee / account holder | $1,713 | $5,541-69.1% | $4,001-57.2% | $13,400-87.2% |