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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 | $64,956 | $72,465-10.4% | $67,575-3.9% | $145,884-55.5% |
| Participation rate | 90.0% | 76.9%+13.1pp | 72.9%+17.1pp | 80.3%+9.7pp |
| Annual return | 12.00% | 7222.56%-7210.6pp | 3528.98%-3517.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,563 | $3,074+81.0% | $2,736+103.4% | $4,662+19.3% |
| Participant deferral / active EE | $11,590 | $4,786+142.2% | $4,003+189.5% | $6,690+73.3% |
| Admin fee / account holder | $30,651 | $5,515+455.7% | $3,993+667.6% | $13,392+128.9% |