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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 | $150,584 | $185,199-18.7% | $142,874+5.4% | $167,518-10.1% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 18.84% | 8556.90%-8538.1pp | 5638.58%-5619.7pp | 478.71%-459.9pp |
| Employer contribution / active EE | $752 | $5,606-86.6% | $4,145-81.9% | $4,838-84.5% |
| Participant deferral / active EE | $9,317 | $4,495+107.3% | $3,838+142.8% | $6,342+46.9% |
| Admin fee / account holder | $938 | $8,031-88.3% | $6,561-85.7% | $12,312-92.4% |