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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 | $58,803 | $185,225-68.3% | $142,898-58.8% | $167,553-64.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.47% | 8558.12%-8545.7pp | 5639.64%-5627.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $17,249 | $5,607+207.6% | $4,146+316.1% | $4,840+256.4% |
| Participant deferral / active EE | $9,180 | $4,496+104.2% | $3,838+139.2% | $6,343+44.7% |
| Admin fee / account holder | $217,241 | $8,032+2604.7% | $6,560+3211.5% | $12,316+1663.8% |