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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 | $93,352 | $185,225-49.6% | $142,898-34.7% | $167,536-44.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.50% | 8558.12%-8544.6pp | 5639.64%-5626.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,499 | $4,496+200.3% | $3,838+251.7% | $6,342+112.8% |
| Admin fee / account holder | $8,749 | $8,032+8.9% | $6,560+33.4% | $12,315-29.0% |