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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 | $57,929 | $72,396-20.0% | $67,511-14.2% | $145,959-60.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.08% | 7194.07%-7177.0pp | 3517.41%-3500.3pp | 561.95%-544.9pp |
| Employer contribution / active EE | $5,981 | $3,071+94.8% | $2,733+118.9% | $4,661+28.3% |
| Participant deferral / active EE | $11,379 | $4,781+138.0% | $4,000+184.4% | $6,689+70.1% |
| Admin fee / account holder | $19,997 | $5,538+261.1% | $3,999+400.1% | $13,398+49.3% |