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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 | $75,208 | $150,446-50.0% | $136,297-44.8% | $147,585-49.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 1049.14%-1035.2pp | 5156.19%-5142.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $13,220 | $5,256+151.5% | $4,696+181.5% | $4,876+171.1% |
| Participant deferral / active EE | $6,911 | $6,631+4.2% | $6,247+10.6% | $5,439+27.1% |
| Admin fee / account holder | $869 | $10,906-92.0% | $9,244-90.6% | $10,886-92.0% |