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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 | $144,645 | $185,199-21.9% | $142,874+1.2% | $167,518-13.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.15% | 8556.90%-8543.8pp | 5638.58%-5625.4pp | 478.71%-465.6pp |
| Employer contribution / active EE | $6,582 | $5,606+17.4% | $4,145+58.8% | $4,838+36.0% |
| Participant deferral / active EE | $10,199 | $4,495+126.9% | $3,838+165.7% | $6,342+60.8% |
| Admin fee / account holder | $693 | $8,031-91.4% | $6,561-89.4% | $12,312-94.4% |