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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 | $96,429 | $150,447-35.9% | $136,298-29.3% | $147,586-34.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.48% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.1pp |
| Employer contribution / active EE | $10,621 | $5,256+102.1% | $4,696+126.2% | $4,876+117.8% |
| Participant deferral / active EE | $12,190 | $6,631+83.8% | $6,247+95.1% | $5,439+124.1% |
| Admin fee / account holder | $7,426 | $10,906-31.9% | $9,244-19.7% | $10,886-31.8% |