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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 | $87,588 | $72,465+20.9% | $67,575+29.6% | $145,884-40.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.85% | 7222.56%-7207.7pp | 3528.98%-3514.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $8,086 | $3,074+163.1% | $2,736+195.6% | $4,662+73.4% |
| Participant deferral / active EE | $9,447 | $4,786+97.4% | $4,003+136.0% | $6,690+41.2% |
| Admin fee / account holder | $28,742 | $5,515+421.1% | $3,993+619.8% | $13,392+114.6% |