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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 | $25,029 | $185,199-86.5% | $142,874-82.5% | $167,518-85.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.44% | 8556.90%-8538.5pp | 5638.58%-5620.1pp | 478.71%-460.3pp |
| Employer contribution / active EE | $3,822 | $5,606-31.8% | $4,145-7.8% | $4,838-21.0% |
| Participant deferral / active EE | $10,362 | $4,495+130.5% | $3,838+170.0% | $6,342+63.4% |
| Admin fee / account holder | $1,523 | $8,031-81.0% | $6,561-76.8% | $12,312-87.6% |