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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 | $75,987 | $150,442-49.5% | $136,295-44.2% | $147,585-48.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.57% | 1049.09%-1030.5pp | 5155.97%-5137.4pp | 578.56%-560.0pp |
| Employer contribution / active EE | $4,159 | $5,256-20.9% | $4,695-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $8,119 | $6,630+22.5% | $6,247+30.0% | $5,439+49.3% |
| Admin fee / account holder | $1,513 | $10,905-86.1% | $9,243-83.6% | $10,885-86.1% |