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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 | $58,141 | $150,445-61.4% | $136,297-57.3% | $147,585-60.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.97% | 1049.14%-1032.2pp | 5156.16%-5139.2pp | 578.57%-561.6pp |
| Employer contribution / active EE | $6,973 | $5,256+32.7% | $4,696+48.5% | $4,876+43.0% |
| Participant deferral / active EE | $8,624 | $6,631+30.1% | $6,247+38.0% | $5,439+58.6% |
| Admin fee / account holder | $496 | $10,906-95.4% | $9,244-94.6% | $10,885-95.4% |