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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 | $107,132 | $72,396+48.0% | $67,511+58.7% | $145,959-26.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.33% | 7194.07%-7174.7pp | 3517.41%-3498.1pp | 561.95%-542.6pp |
| Employer contribution / active EE | $6,996 | $3,071+127.8% | $2,733+156.0% | $4,661+50.1% |
| Participant deferral / active EE | $17,013 | $4,781+255.8% | $4,000+325.3% | $6,689+154.4% |
| Admin fee / account holder | $62,262 | $5,538+1024.2% | $3,999+1457.0% | $13,398+364.7% |