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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 | $50,107 | $72,396-30.8% | $67,511-25.8% | $145,959-65.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.30% | 7194.07%-7177.8pp | 3517.41%-3501.1pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,740 | $3,071-43.3% | $2,733-36.3% | $4,661-62.7% |
| Participant deferral / active EE | $4,435 | $4,781-7.3% | $4,000+10.9% | $6,689-33.7% |
| Admin fee / account holder | $16,666 | $5,538+200.9% | $3,999+316.8% | $13,398+24.4% |