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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 | $28,638 | $185,225-84.5% | $142,898-80.0% | $167,536-82.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 10.50% | 8558.12%-8547.6pp | 5639.64%-5629.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,168 | $5,607-25.7% | $4,146+0.5% | $4,839-13.9% |
| Participant deferral / active EE | $10,130 | $4,496+125.3% | $3,838+163.9% | $6,342+59.7% |
| Admin fee / account holder | $1,124 | $8,032-86.0% | $6,560-82.9% | $12,315-90.9% |