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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 | $62,468 | $100,911-38.1% | $90,440-30.9% | $158,966-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 91.41% | 1726.62%-1635.2pp | 1294.38%-1203.0pp | 302.95%-211.5pp |
| Employer contribution / active EE | $3,400 | $3,690-7.9% | $3,263+4.2% | $4,762-28.6% |
| Participant deferral / active EE | $19,000 | $4,348+336.9% | $3,964+379.4% | $5,983+217.6% |
| Admin fee / account holder | $353 | $6,507-94.6% | $5,615-93.7% | $11,250-96.9% |