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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 | $82,836 | $150,442-44.9% | $136,295-39.2% | $147,585-43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.74% | 1049.09%-1032.4pp | 5155.97%-5139.2pp | 578.56%-561.8pp |
| Employer contribution / active EE | $9,911 | $5,256+88.6% | $4,695+111.1% | $4,876+103.2% |
| Participant deferral / active EE | $5,088 | $6,630-23.3% | $6,247-18.6% | $5,439-6.5% |
| Admin fee / account holder | $720 | $10,905-93.4% | $9,243-92.2% | $10,885-93.4% |