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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 | $72,175 | $72,396-0.3% | $67,511+6.9% | $145,959-50.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.58% | 7194.07%-7183.5pp | 3517.41%-3506.8pp | 561.95%-551.4pp |
| Employer contribution / active EE | $5,696 | $3,071+85.5% | $2,733+108.5% | $4,661+22.2% |
| Participant deferral / active EE | $2,848 | $4,781-40.4% | $4,000-28.8% | $6,689-57.4% |
| Admin fee / account holder | $3,310 | $5,538-40.2% | $3,999-17.2% | $13,398-75.3% |