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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 | $142,343 | $150,447-5.4% | $136,298+4.4% | $147,586-3.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.37% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $13,037 | $5,256+148.0% | $4,696+177.6% | $4,876+167.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,547 | $10,906+198.4% | $9,244+252.1% | $10,886+199.0% |