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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 | $88,029 | $150,447-41.5% | $136,298-35.4% | $147,586-40.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.17% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $9,348 | $5,256+77.8% | $4,696+99.1% | $4,876+91.7% |
| Participant deferral / active EE | $24,335 | $6,631+267.0% | $6,247+289.5% | $5,439+347.4% |
| Admin fee / account holder | $38,370 | $10,906+251.8% | $9,244+315.1% | $10,886+252.5% |