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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 | $71,785 | $150,447-52.3% | $136,298-47.3% | $147,586-51.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.37% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $7,184 | $5,256+36.7% | $4,696+53.0% | $4,876+47.3% |
| Participant deferral / active EE | $5,407 | $6,631-18.4% | $6,247-13.4% | $5,439-0.6% |
| Admin fee / account holder | $12,439 | $10,906+14.1% | $9,244+34.6% | $10,886+14.3% |