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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 | $85,649 | $150,446-43.1% | $136,297-37.2% | $147,585-42.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.31% | 1049.14%-1019.8pp | 5156.19%-5126.9pp | 578.58%-549.3pp |
| Employer contribution / active EE | $16,744 | $5,256+218.5% | $4,696+256.6% | $4,876+243.4% |
| Participant deferral / active EE | $6,764 | $6,631+2.0% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $433 | $10,906-96.0% | $9,244-95.3% | $10,886-96.0% |