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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 | $183,463 | $185,199-0.9% | $142,874+28.4% | $167,518+9.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.36% | 8556.90%-8542.5pp | 5638.58%-5624.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,715 | $5,606-69.4% | $4,145-58.6% | $4,838-64.6% |
| Participant deferral / active EE | $10,150 | $4,495+125.8% | $3,838+164.5% | $6,342+60.0% |
| Admin fee / account holder | $1,342 | $8,031-83.3% | $6,561-79.5% | $12,312-89.1% |