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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 | $74,911 | $150,447-50.2% | $136,298-45.0% | $147,586-49.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.63% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $7,201 | $5,256+37.0% | $4,696+53.3% | $4,876+47.7% |
| Participant deferral / active EE | $7,008 | $6,631+5.7% | $6,247+12.2% | $5,439+28.9% |
| Admin fee / account holder | $1,376 | $10,906-87.4% | $9,244-85.1% | $10,886-87.4% |