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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 | $13,037 | $99,668-86.9% | $86,451-84.9% | $134,545-90.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 15.60% | 6789.61%-6774.0pp | 4398.51%-4382.9pp | 418.37%-402.8pp |
| Employer contribution / active EE | $6,953 | $4,403+57.9% | $3,770+84.4% | $4,742+46.6% |
| Participant deferral / active EE | $16,235 | $7,249+124.0% | $6,953+133.5% | $6,401+153.6% |
| Admin fee / account holder | $3,904 | $8,377-53.4% | $6,734-42.0% | $11,431-65.8% |