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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 | $102,742 | $150,447-31.7% | $136,298-24.6% | $147,586-30.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.73% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.9pp |
| Employer contribution / active EE | $8,795 | $5,256+67.3% | $4,696+87.3% | $4,876+80.4% |
| Participant deferral / active EE | $5,431 | $6,631-18.1% | $6,247-13.1% | $5,439-0.1% |
| Admin fee / account holder | $769 | $10,906-93.0% | $9,244-91.7% | $10,886-92.9% |