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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 | $72,202 | $185,225-61.0% | $142,898-49.5% | $167,536-56.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 20.94% | 8558.12%-8537.2pp | 5639.64%-5618.7pp | 478.82%-457.9pp |
| Employer contribution / active EE | $417 | $5,607-92.6% | $4,146-89.9% | $4,839-91.4% |
| Participant deferral / active EE | $10,000 | $4,496+122.4% | $3,838+160.5% | $6,342+57.7% |
| Admin fee / account holder | $2,038 | $8,032-74.6% | $6,560-68.9% | $12,315-83.5% |