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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 | $104,854 | $150,442-30.3% | $136,295-23.1% | $147,585-29.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.34% | 1049.09%-1031.7pp | 5155.97%-5138.6pp | 578.56%-561.2pp |
| Employer contribution / active EE | $14,635 | $5,256+178.4% | $4,695+211.7% | $4,876+200.1% |
| Participant deferral / active EE | $18,000 | $6,630+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $759 | $10,905-93.0% | $9,243-91.8% | $10,885-93.0% |