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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 | $107,454 | $185,225-42.0% | $142,898-24.8% | $167,536-35.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 9.86% | 8558.12%-8548.3pp | 5639.64%-5629.8pp | 478.82%-469.0pp |
| Employer contribution / active EE | $3,104 | $5,607-44.6% | $4,146-25.1% | $4,839-35.9% |
| Participant deferral / active EE | $4,733 | $4,496+5.3% | $3,838+23.3% | $6,342-25.4% |
| Admin fee / account holder | $6,535 | $8,032-18.6% | $6,560-0.4% | $12,315-46.9% |