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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 | $90,789 | $100,895-10.0% | $90,430+0.4% | $158,950-42.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.42% | 1725.54%-1706.1pp | 1293.73%-1274.3pp | 302.91%-283.5pp |
| Employer contribution / active EE | $5,817 | $3,689+57.7% | $3,262+78.3% | $4,762+22.2% |
| Participant deferral / active EE | $6,642 | $4,347+52.8% | $3,963+67.6% | $5,983+11.0% |
| Admin fee / account holder | $15,034 | $6,505+131.1% | $5,613+167.8% | $11,248+33.7% |