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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 | $91,612 | $150,447-39.1% | $136,298-32.8% | $147,586-37.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.54% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.1pp |
| Employer contribution / active EE | $7,916 | $5,256+50.6% | $4,696+68.6% | $4,876+62.3% |
| Participant deferral / active EE | $8,530 | $6,631+28.6% | $6,247+36.5% | $5,439+56.8% |
| Admin fee / account holder | $2,766 | $10,906-74.6% | $9,244-70.1% | $10,886-74.6% |