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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 | $61,237 | $84,685-27.7% | $73,836-17.1% | $125,389-51.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 21.61% | 3123.80%-3102.2pp | 2268.06%-2246.4pp | 282.24%-260.6pp |
| Employer contribution / active EE | $3,637 | $3,123+16.5% | $2,787+30.5% | $4,866-25.2% |
| Participant deferral / active EE | $4,810 | $3,993+20.5% | $3,583+34.2% | $5,352-10.1% |
| Admin fee / account holder | $3,313 | $5,694-41.8% | $4,882-32.1% | $9,541-65.3% |