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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 | $150,295 | $150,447-0.1% | $136,298+10.3% | $147,586+1.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.13% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $13,613 | $5,256+159.0% | $4,696+189.9% | $4,876+179.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,291 | $10,906-88.2% | $9,244-86.0% | $10,886-88.1% |