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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 | $61,012 | $150,447-59.4% | $136,298-55.2% | $147,586-58.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.09% | 1049.15%-1025.1pp | 5156.27%-5132.2pp | 578.59%-554.5pp |
| Employer contribution / active EE | $5,969 | $5,256+13.6% | $4,696+27.1% | $4,876+22.4% |
| Participant deferral / active EE | $8,784 | $6,631+32.5% | $6,247+40.6% | $5,439+61.5% |
| Admin fee / account holder | $707 | $10,906-93.5% | $9,244-92.4% | $10,886-93.5% |