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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 | $50,991 | $150,447-66.1% | $136,298-62.6% | $147,586-65.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.24% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.4pp |
| Employer contribution / active EE | $6,631 | $5,256+26.1% | $4,696+41.2% | $4,876+36.0% |
| Participant deferral / active EE | $4,475 | $6,631-32.5% | $6,247-28.4% | $5,439-17.7% |
| Admin fee / account holder | $475 | $10,906-95.6% | $9,244-94.9% | $10,886-95.6% |