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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 | $10,868 | $72,446-85.0% | $67,561-83.9% | $145,877-92.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.61% | 7211.98%-7202.4pp | 3525.44%-3515.8pp | 551.28%-541.7pp |
| Employer contribution / active EE | $5,420 | $3,072+76.4% | $2,735+98.2% | $4,663+16.2% |
| Participant deferral / active EE | $7,431 | $4,785+55.3% | $4,003+85.6% | $6,691+11.1% |
| Admin fee / account holder | $21,027 | $5,541+279.5% | $4,006+425.0% | $13,402+56.9% |