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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 | $46,861 | $185,225-74.7% | $142,898-67.2% | $167,536-72.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.31% | 8558.12%-8542.8pp | 5639.64%-5624.3pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,942 | $4,496+9.9% | $3,838+28.7% | $6,342-22.1% |
| Admin fee / account holder | $7,118 | $8,032-11.4% | $6,560+8.5% | $12,315-42.2% |