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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 | $52,771 | $72,403-27.1% | $67,524-21.8% | $145,978-63.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 23.43% | 7197.23%-7173.8pp | 3519.41%-3496.0pp | 550.52%-527.1pp |
| Employer contribution / active EE | $4,175 | $3,072+35.9% | $2,734+52.7% | $4,662-10.5% |
| Participant deferral / active EE | $5,491 | $4,782+14.8% | $4,001+37.2% | $6,690-17.9% |
| Admin fee / account holder | $775 | $5,541-86.0% | $4,001-80.6% | $13,400-94.2% |