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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 | $54,632 | $150,442-63.7% | $136,295-59.9% | $147,585-63.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.88% | 1049.09%-1032.2pp | 5155.97%-5139.1pp | 578.56%-561.7pp |
| Employer contribution / active EE | $8,398 | $5,256+59.8% | $4,695+78.9% | $4,876+72.2% |
| Participant deferral / active EE | $5,071 | $6,630-23.5% | $6,247-18.8% | $5,439-6.8% |
| Admin fee / account holder | $532 | $10,905-95.1% | $9,243-94.2% | $10,885-95.1% |