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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 | $42,962 | $150,442-71.4% | $136,295-68.5% | $147,585-70.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.61% | 1049.09%-1031.5pp | 5155.97%-5138.4pp | 578.56%-561.0pp |
| Employer contribution / active EE | $13,195 | $5,256+151.0% | $4,695+181.0% | $4,876+170.6% |
| Participant deferral / active EE | $10,356 | $6,630+56.2% | $6,247+65.8% | $5,439+90.4% |
| Admin fee / account holder | $3,405 | $10,905-68.8% | $9,243-63.2% | $10,885-68.7% |