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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 | $53,991 | $150,447-64.1% | $136,298-60.4% | $147,586-63.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.11% | 1049.15%-1036.0pp | 5156.27%-5143.2pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,400 | $6,631-33.6% | $6,247-29.6% | $5,439-19.1% |
| Admin fee / account holder | $16,542 | $10,906+51.7% | $9,244+78.9% | $10,886+52.0% |