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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 | $185,200-54.6% | $142,875-41.2% | $167,497-49.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.75% | 8555.70%-8542.0pp | 5638.06%-5624.3pp | 478.62%-464.9pp |
| Employer contribution / active EE | $11,647 | $5,604+107.8% | $4,144+181.1% | $4,838+140.7% |
| Participant deferral / active EE | $6,975 | $4,494+55.2% | $3,837+81.8% | $6,341+10.0% |
| Admin fee / account holder | $5,834 | $8,031-27.4% | $6,561-11.1% | $12,310-52.6% |