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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 | $18,024 | $169,361-89.4% | $129,397-86.1% | $145,877-87.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.30% | 14395.54%-14374.2pp | 9453.98%-9432.7pp | 551.28%-530.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,980 | $4,987+19.9% | $4,167+43.5% | $6,691-10.6% |
| Admin fee / account holder | $13,110 | $9,903+32.4% | $7,679+70.7% | $13,402-2.2% |