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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 | $64,615 | $150,446-57.1% | $136,297-52.6% | $147,585-56.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.05% | 1049.14%-1030.1pp | 5156.19%-5137.1pp | 578.58%-559.5pp |
| Employer contribution / active EE | $9,359 | $5,256+78.1% | $4,696+99.3% | $4,876+91.9% |
| Participant deferral / active EE | $5,450 | $6,631-17.8% | $6,247-12.8% | $5,439+0.2% |
| Admin fee / account holder | $3,197 | $10,906-70.7% | $9,244-65.4% | $10,886-70.6% |