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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 | $49,371 | $72,396-31.8% | $67,511-26.9% | $145,959-66.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 45.19% | 7194.07%-7148.9pp | 3517.41%-3472.2pp | 561.95%-516.8pp |
| Employer contribution / active EE | $4,829 | $3,071+57.3% | $2,733+76.7% | $4,661+3.6% |
| Participant deferral / active EE | $10,238 | $4,781+114.1% | $4,000+155.9% | $6,689+53.1% |
| Admin fee / account holder | $383 | $5,538-93.1% | $3,999-90.4% | $13,398-97.1% |