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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 | $72,403+21.0% | $67,524+29.7% | $145,978-40.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.85% | 7197.23%-7182.4pp | 3519.41%-3504.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $8,086 | $3,072+163.2% | $2,734+195.8% | $4,662+73.4% |
| Participant deferral / active EE | $9,447 | $4,782+97.5% | $4,001+136.1% | $6,690+41.2% |
| Admin fee / account holder | $28,742 | $5,541+418.7% | $4,001+618.4% | $13,400+114.5% |