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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 | $150,447-49.5% | $136,298-44.2% | $147,586-48.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.57% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $4,159 | $5,256-20.9% | $4,696-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $8,119 | $6,631+22.5% | $6,247+30.0% | $5,439+49.3% |
| Admin fee / account holder | $1,513 | $10,906-86.1% | $9,244-83.6% | $10,886-86.1% |