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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 | $33,530 | $150,442-77.7% | $136,295-75.4% | $147,585-77.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.08% | 1049.09%-1023.0pp | 5155.97%-5129.9pp | 578.56%-552.5pp |
| Employer contribution / active EE | $9,102 | $5,256+73.2% | $4,695+93.8% | $4,876+86.7% |
| Participant deferral / active EE | $5,043 | $6,630-23.9% | $6,247-19.3% | $5,439-7.3% |
| Admin fee / account holder | $646 | $10,905-94.1% | $9,243-93.0% | $10,885-94.1% |