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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 | $18,633 | $185,225-89.9% | $142,898-87.0% | $167,553-88.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.59% | 8558.12%-8546.5pp | 5639.64%-5628.0pp | 478.89%-467.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,484 | $4,496-22.5% | $3,838-9.2% | $6,343-45.1% |
| Admin fee / account holder | $9,699 | $8,032+20.8% | $6,560+47.8% | $12,316-21.3% |