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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 | $98,379 | $150,447-34.6% | $136,298-27.8% | $147,586-33.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.46% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $8,413 | $5,256+60.1% | $4,696+79.2% | $4,876+72.5% |
| Participant deferral / active EE | $11,348 | $6,631+71.1% | $6,247+81.7% | $5,439+108.7% |
| Admin fee / account holder | $8,148 | $10,906-25.3% | $9,244-11.9% | $10,886-25.2% |