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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 | $62,886 | $100,895-37.7% | $90,430-30.5% | $158,950-60.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 50.97% | 1725.54%-1674.6pp | 1293.73%-1242.8pp | 302.91%-251.9pp |
| Employer contribution / active EE | $606 | $3,689-83.6% | $3,262-81.4% | $4,762-87.3% |
| Participant deferral / active EE | $12,216 | $4,347+181.0% | $3,963+208.3% | $5,983+104.2% |
| Admin fee / account holder | $68,414 | $6,505+951.7% | $5,613+1118.8% | $11,248+508.2% |