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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 | $72,446-0.4% | $67,561+6.8% | $145,877-50.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.58% | 7211.98%-7201.4pp | 3525.44%-3514.9pp | 551.28%-540.7pp |
| Employer contribution / active EE | $5,696 | $3,072+85.4% | $2,735+108.3% | $4,663+22.2% |
| Participant deferral / active EE | $2,848 | $4,785-40.5% | $4,003-28.9% | $6,691-57.4% |
| Admin fee / account holder | $3,310 | $5,541-40.3% | $4,006-17.4% | $13,402-75.3% |