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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 | $81,455 | $150,446-45.9% | $136,297-40.2% | $147,585-44.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.56% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $6,301 | $5,256+19.9% | $4,696+34.2% | $4,876+29.2% |
| Participant deferral / active EE | $15,657 | $6,631+136.1% | $6,247+150.6% | $5,439+187.9% |
| Admin fee / account holder | $408 | $10,906-96.3% | $9,244-95.6% | $10,886-96.2% |