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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 | $72,416 | $81,763-11.4% | $58,561+23.7% | $139,466-48.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.89% | 7427.77%-7409.9pp | 4251.33%-4233.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,373 | $1,398+355.8% | $1,053+505.0% | $4,754+34.1% |
| Participant deferral / active EE | $2,748 | $2,555+7.6% | $1,923+42.9% | $6,712-59.1% |
| Admin fee / account holder | $2,454 | $3,273-25.0% | $2,520-2.6% | $11,409-78.5% |