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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 | $62,498 | $150,445-58.5% | $136,297-54.1% | $147,585-57.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.57% | 1049.14%-1025.6pp | 5156.16%-5132.6pp | 578.57%-555.0pp |
| Employer contribution / active EE | $13,311 | $5,256+153.2% | $4,696+183.5% | $4,876+173.0% |
| Participant deferral / active EE | $14,392 | $6,631+117.1% | $6,247+130.4% | $5,439+164.6% |
| Admin fee / account holder | $320 | $10,906-97.1% | $9,244-96.5% | $10,885-97.1% |