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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 | $113,513 | $185,225-38.7% | $142,898-20.6% | $167,536-32.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.47% | 8558.12%-8550.7pp | 5639.64%-5632.2pp | 478.82%-471.4pp |
| Employer contribution / active EE | $10,000 | $5,607+78.4% | $4,146+141.2% | $4,839+106.7% |
| Participant deferral / active EE | $2,733 | $4,496-39.2% | $3,838-28.8% | $6,342-56.9% |
| Admin fee / account holder | $392 | $8,032-95.1% | $6,560-94.0% | $12,315-96.8% |