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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 | $97,026 | $150,445-35.5% | $136,297-28.8% | $147,585-34.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.91% | 1049.14%-1029.2pp | 5156.16%-5136.2pp | 578.57%-558.7pp |
| Employer contribution / active EE | $25,767 | $5,256+390.2% | $4,696+448.8% | $4,876+428.4% |
| Participant deferral / active EE | $7,200 | $6,631+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $1,778 | $10,906-83.7% | $9,244-80.8% | $10,885-83.7% |