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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 | $37,571 | $150,447-75.0% | $136,298-72.4% | $147,586-74.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 281.15% | 1049.15%-768.0pp | 5156.27%-4875.1pp | 578.59%-297.4pp |
| Employer contribution / active EE | $11,722 | $5,256+123.0% | $4,696+149.6% | $4,876+140.4% |
| Participant deferral / active EE | $5,810 | $6,631-12.4% | $6,247-7.0% | $5,439+6.8% |
| Admin fee / account holder | $311 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |