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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 | $67,651 | $123,750-45.3% | $69,611-2.8% | $145,877-53.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 2045.94% | 192.03%+1853.9pp | 101.14%+1944.8pp | 551.28%+1494.7pp |
| Employer contribution / active EE | $2,269 | $2,672-15.1% | $1,709+32.8% | $4,663-51.3% |
| Participant deferral / active EE | $2,698 | $4,243-36.4% | $2,891-6.7% | $6,691-59.7% |
| Admin fee / account holder | $5,855 | $7,817-25.1% | $4,696+24.7% | $13,402-56.3% |