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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 | $67,930 | $56,197+20.9% | $67,652+0.4% | $59,633+13.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 54.21% | 18508.10%-18453.9pp | 6625.40%-6571.2pp | 2041.45%-1987.2pp |
| Employer contribution / active EE | $12,237 | $1,615+657.9% | $2,266+440.1% | $2,203+455.6% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $10,194 | $3,958+157.6% | $4,821+111.5% | $4,297+137.2% |