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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 | $38,562 | $150,446-74.4% | $136,297-71.7% | $147,585-73.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.78% | 1049.14%-1025.4pp | 5156.19%-5132.4pp | 578.58%-554.8pp |
| Employer contribution / active EE | $7,407 | $5,256+40.9% | $4,696+57.7% | $4,876+51.9% |
| Participant deferral / active EE | $7,509 | $6,631+13.2% | $6,247+20.2% | $5,439+38.1% |
| Admin fee / account holder | $331 | $10,906-97.0% | $9,244-96.4% | $10,886-97.0% |