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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 | $94,104 | $150,447-37.5% | $136,298-31.0% | $147,586-36.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.07% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $10,745 | $5,256+104.4% | $4,696+128.8% | $4,876+120.4% |
| Participant deferral / active EE | $7,028 | $6,631+6.0% | $6,247+12.5% | $5,439+29.2% |
| Admin fee / account holder | $5,437 | $10,906-50.1% | $9,244-41.2% | $10,886-50.1% |