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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 | $79,610 | $185,225-57.0% | $142,898-44.3% | $167,536-52.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.02% | 8558.12%-8548.1pp | 5639.64%-5629.6pp | 478.82%-468.8pp |
| Employer contribution / active EE | $9,289 | $5,607+65.7% | $4,146+124.1% | $4,839+92.0% |
| Participant deferral / active EE | $14,350 | $4,496+219.2% | $3,838+273.8% | $6,342+126.3% |
| Admin fee / account holder | $4,300 | $8,032-46.5% | $6,560-34.5% | $12,315-65.1% |