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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 | $181,369 | $185,225-2.1% | $142,898+26.9% | $167,536+8.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.88% | 8558.12%-8546.2pp | 5639.64%-5627.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $20,000 | $5,607+256.7% | $4,146+382.4% | $4,839+313.3% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $797 | $8,032-90.1% | $6,560-87.9% | $12,315-93.5% |