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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 | $108,059 | $72,465+49.1% | $67,575+59.9% | $145,884-25.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.53% | 7222.56%-7205.0pp | 3528.98%-3511.4pp | 551.85%-534.3pp |
| Employer contribution / active EE | $5,875 | $3,074+91.1% | $2,736+114.8% | $4,662+26.0% |
| Participant deferral / active EE | $8,887 | $4,786+85.7% | $4,003+122.0% | $6,690+32.8% |
| Admin fee / account holder | $18,578 | $5,515+236.9% | $3,993+365.3% | $13,392+38.7% |