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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 | $40,782 | $72,446-43.7% | $67,561-39.6% | $145,877-72.0% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 59.14% | 7211.98%-7152.8pp | 3525.44%-3466.3pp | 551.28%-492.1pp |
| Employer contribution / active EE | $5,366 | $3,072+74.6% | $2,735+96.2% | $4,663+15.1% |
| Participant deferral / active EE | $2,892 | $4,785-39.6% | $4,003-27.8% | $6,691-56.8% |
| Admin fee / account holder | $166,550 | $5,541+2905.7% | $4,006+4058.0% | $13,402+1142.7% |