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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 | $84,034 | $185,225-54.6% | $142,898-41.2% | $167,553-49.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.75% | 8558.12%-8544.4pp | 5639.64%-5625.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $11,647 | $5,607+107.7% | $4,146+180.9% | $4,840+140.7% |
| Participant deferral / active EE | $6,975 | $4,496+55.1% | $3,838+81.7% | $6,343+10.0% |
| Admin fee / account holder | $5,834 | $8,032-27.4% | $6,560-11.1% | $12,316-52.6% |