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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 | $61,666 | $185,225-66.7% | $142,898-56.8% | $167,553-63.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.32% | 8558.12%-8543.8pp | 5639.64%-5625.3pp | 478.89%-464.6pp |
| Employer contribution / active EE | $10,556 | $5,607+88.3% | $4,146+154.6% | $4,840+118.1% |
| Participant deferral / active EE | $4,931 | $4,496+9.7% | $3,838+28.5% | $6,343-22.3% |
| Admin fee / account holder | $3,020 | $8,032-62.4% | $6,560-54.0% | $12,316-75.5% |