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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 | $58,367 | $72,403-19.4% | $67,524-13.6% | $145,978-60.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.54% | 7197.23%-7184.7pp | 3519.41%-3506.9pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,970 | $3,072+29.3% | $2,734+45.2% | $4,662-14.8% |
| Participant deferral / active EE | $8,226 | $4,782+72.0% | $4,001+105.6% | $6,690+23.0% |
| Admin fee / account holder | $5,240 | $5,541-5.4% | $4,001+31.0% | $13,400-60.9% |