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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 | $61,936 | $150,447-58.8% | $136,298-54.6% | $147,586-58.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.32% | 1049.15%-1034.8pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $16,493 | $5,256+213.8% | $4,696+251.2% | $4,876+238.2% |
| Participant deferral / active EE | $13,585 | $6,631+104.9% | $6,247+117.5% | $5,439+149.8% |
| Admin fee / account holder | $8,962 | $10,906-17.8% | $9,244-3.0% | $10,886-17.7% |