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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 | $52,897 | $150,447-64.8% | $136,298-61.2% | $147,586-64.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.58% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $11,429 | $5,256+117.4% | $4,696+143.4% | $4,876+134.4% |
| Participant deferral / active EE | $7,405 | $6,631+11.7% | $6,247+18.5% | $5,439+36.2% |
| Admin fee / account holder | $683 | $10,906-93.7% | $9,244-92.6% | $10,886-93.7% |