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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 | $101,833 | $150,442-32.3% | $136,295-25.3% | $147,585-31.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 15.44% | 1049.09%-1033.6pp | 5155.97%-5140.5pp | 578.56%-563.1pp |
| Employer contribution / active EE | $16,469 | $5,256+213.3% | $4,695+250.8% | $4,876+237.7% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,907 | $10,905-45.8% | $9,243-36.1% | $10,885-45.7% |