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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 | $96,303 | $150,447-36.0% | $136,298-29.3% | $147,586-34.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.84% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.8pp |
| Employer contribution / active EE | $9,241 | $5,256+75.8% | $4,696+96.8% | $4,876+89.5% |
| Participant deferral / active EE | $8,696 | $6,631+31.2% | $6,247+39.2% | $5,439+59.9% |
| Admin fee / account holder | $11,889 | $10,906+9.0% | $9,244+28.6% | $10,886+9.2% |