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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 | $99,309 | $150,447-34.0% | $136,298-27.1% | $147,586-32.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.49% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $10,272 | $5,256+95.4% | $4,696+118.8% | $4,876+110.7% |
| Participant deferral / active EE | $6,120 | $6,631-7.7% | $6,247-2.0% | $5,439+12.5% |
| Admin fee / account holder | $1,348 | $10,906-87.6% | $9,244-85.4% | $10,886-87.6% |