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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 | $105,720 | $169,356-37.6% | $129,406-18.3% | $145,897-27.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 80.65% | 14418.62%-14338.0pp | 9468.18%-9387.5pp | 552.29%-471.6pp |
| Employer contribution / active EE | $2,700 | $5,542-51.3% | $4,155-35.0% | $4,663-42.1% |
| Participant deferral / active EE | $23,000 | $4,987+361.2% | $4,167+451.9% | $6,689+243.8% |
| Admin fee / account holder | $387 | $9,915-96.1% | $7,689-95.0% | $13,390-97.1% |