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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 | $56,859 | $150,447-62.2% | $136,298-58.3% | $147,586-61.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.19% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $9,938 | $5,256+89.1% | $4,696+111.6% | $4,876+103.8% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $324 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |