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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 | $9,452 | $169,356-94.4% | $129,406-92.7% | $145,897-93.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 14418.62%-14404.9pp | 9468.18%-9454.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $4,589 | $5,542-17.2% | $4,155+10.4% | $4,663-1.6% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,167+22.0% | $6,689-24.0% |
| Admin fee / account holder | $55,847 | $9,915+463.3% | $7,689+626.4% | $13,390+317.1% |