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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 | $114,900 | $150,447-23.6% | $136,298-15.7% | $147,586-22.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.14% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.5pp |
| Employer contribution / active EE | $23,245 | $5,256+342.2% | $4,696+395.0% | $4,876+376.7% |
| Participant deferral / active EE | $14,625 | $6,631+120.6% | $6,247+134.1% | $5,439+168.9% |
| Admin fee / account holder | $667 | $10,906-93.9% | $9,244-92.8% | $10,886-93.9% |