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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 | $58,953 | $150,447-60.8% | $136,298-56.7% | $147,586-60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.51% | 1049.15%-1028.6pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $7,869 | $5,256+49.7% | $4,696+67.6% | $4,876+61.4% |
| Participant deferral / active EE | $9,054 | $6,631+36.6% | $6,247+44.9% | $5,439+66.5% |
| Admin fee / account holder | $531 | $10,906-95.1% | $9,244-94.3% | $10,886-95.1% |