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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 | $68,806 | $72,465-5.0% | $67,575+1.8% | $145,884-52.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.19% | 7222.56%-7207.4pp | 3528.98%-3513.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $5,249 | $3,074+70.8% | $2,736+91.9% | $4,662+12.6% |
| Participant deferral / active EE | $6,746 | $4,786+41.0% | $4,003+68.5% | $6,690+0.8% |
| Admin fee / account holder | $14,873 | $5,515+169.7% | $3,993+272.5% | $13,392+11.1% |