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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 | $100,895-38.1% | $90,430-30.9% | $158,950-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 91.41% | 1725.54%-1634.1pp | 1293.73%-1202.3pp | 302.91%-211.5pp |
| Employer contribution / active EE | $3,400 | $3,689-7.8% | $3,262+4.2% | $4,762-28.6% |
| Participant deferral / active EE | $19,000 | $4,347+337.1% | $3,963+379.5% | $5,983+217.6% |
| Admin fee / account holder | $353 | $6,505-94.6% | $5,613-93.7% | $11,248-96.9% |