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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 | $82,853 | $72,426+14.4% | $67,560+22.6% | $145,897-43.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.82% | 7226.78%-7212.0pp | 3533.50%-3518.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $5,076 | $3,074+65.1% | $2,737+85.5% | $4,663+8.9% |
| Participant deferral / active EE | $4,393 | $4,785-8.2% | $4,004+9.7% | $6,689-34.3% |
| Admin fee / account holder | $18,110 | $5,514+228.4% | $3,994+353.4% | $13,390+35.2% |