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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 | $109,503 | $150,445-27.2% | $136,297-19.7% | $147,585-25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.87% | 1049.14%-1033.3pp | 5156.16%-5140.3pp | 578.57%-562.7pp |
| Employer contribution / active EE | $10,868 | $5,256+106.8% | $4,696+131.5% | $4,876+122.9% |
| Participant deferral / active EE | $16,275 | $6,631+145.5% | $6,247+160.5% | $5,439+199.2% |
| Admin fee / account holder | $805 | $10,906-92.6% | $9,244-91.3% | $10,885-92.6% |