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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 | $48,141 | $150,447-68.0% | $136,298-64.7% | $147,586-67.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.16% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $13,151 | $5,256+150.2% | $4,696+180.1% | $4,876+169.7% |
| Participant deferral / active EE | $8,539 | $6,631+28.8% | $6,247+36.7% | $5,439+57.0% |
| Admin fee / account holder | $300 | $10,906-97.2% | $9,244-96.8% | $10,886-97.2% |