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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 | $85,656 | $150,447-43.1% | $136,298-37.2% | $147,586-42.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.83% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.8pp |
| Employer contribution / active EE | $8,761 | $5,256+66.7% | $4,696+86.6% | $4,876+79.7% |
| Participant deferral / active EE | $8,690 | $6,631+31.1% | $6,247+39.1% | $5,439+59.8% |
| Admin fee / account holder | $445 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |