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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 | $106,729 | $150,447-29.1% | $136,298-21.7% | $147,586-27.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.67% | 1049.15%-1029.5pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $10,788 | $5,256+105.2% | $4,696+129.7% | $4,876+121.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,132 | $10,906-71.3% | $9,244-66.1% | $10,886-71.2% |