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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 | $64,312 | $150,447-57.3% | $136,298-52.8% | $147,586-56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.33% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $13,986 | $5,256+166.1% | $4,696+197.8% | $4,876+186.8% |
| Participant deferral / active EE | $7,737 | $6,631+16.7% | $6,247+23.8% | $5,439+42.3% |
| Admin fee / account holder | $506 | $10,906-95.4% | $9,244-94.5% | $10,886-95.4% |