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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 | $108,142 | $150,447-28.1% | $136,298-20.7% | $147,586-26.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.30% | 1049.15%-1024.9pp | 5156.27%-5132.0pp | 578.59%-554.3pp |
| Employer contribution / active EE | $20,417 | $5,256+288.4% | $4,696+334.8% | $4,876+318.7% |
| Participant deferral / active EE | $9,160 | $6,631+38.2% | $6,247+46.6% | $5,439+68.4% |
| Admin fee / account holder | $530 | $10,906-95.1% | $9,244-94.3% | $10,886-95.1% |