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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 | $85,299 | $150,447-43.3% | $136,298-37.4% | $147,586-42.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.79% | 1049.15%-1025.4pp | 5156.27%-5132.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $11,008 | $5,256+109.4% | $4,696+134.4% | $4,876+125.7% |
| Participant deferral / active EE | $5,571 | $6,631-16.0% | $6,247-10.8% | $5,439+2.4% |
| Admin fee / account holder | $542 | $10,906-95.0% | $9,244-94.1% | $10,886-95.0% |