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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 | $68,489 | $72,465-5.5% | $67,575+1.4% | $145,884-53.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.13% | 7222.56%-7207.4pp | 3528.98%-3513.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,413 | $3,074-21.5% | $2,736-11.8% | $4,662-48.2% |
| Participant deferral / active EE | $7,655 | $4,786+60.0% | $4,003+91.2% | $6,690+14.4% |
| Admin fee / account holder | $85,214 | $5,515+1445.0% | $3,993+2034.1% | $13,392+536.3% |