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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 | $97,159 | $150,447-35.4% | $136,298-28.7% | $147,586-34.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.26% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $12,383 | $5,256+135.6% | $4,696+163.7% | $4,876+153.9% |
| Participant deferral / active EE | $7,000 | $6,631+5.6% | $6,247+12.1% | $5,439+28.7% |
| Admin fee / account holder | $1,540 | $10,906-85.9% | $9,244-83.3% | $10,886-85.9% |