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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 | $92,399 | $185,225-50.1% | $142,898-35.3% | $167,536-44.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 8.28% | 8558.12%-8549.8pp | 5639.64%-5631.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $2,569 | $5,607-54.2% | $4,146-38.0% | $4,839-46.9% |
| Participant deferral / active EE | $1,274 | $4,496-71.7% | $3,838-66.8% | $6,342-79.9% |
| Admin fee / account holder | $7,890 | $8,032-1.8% | $6,560+20.3% | $12,315-35.9% |