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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 | $118,399 | $185,225-36.1% | $142,898-17.1% | $167,536-29.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.69% | 8558.12%-8547.4pp | 5639.64%-5628.9pp | 478.82%-468.1pp |
| Employer contribution / active EE | $7,395 | $5,607+31.9% | $4,146+78.4% | $4,839+52.8% |
| Participant deferral / active EE | $3,627 | $4,496-19.3% | $3,838-5.5% | $6,342-42.8% |
| Admin fee / account holder | $7,530 | $8,032-6.2% | $6,560+14.8% | $12,315-38.8% |