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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 | $109,369 | $150,447-27.3% | $136,298-19.8% | $147,586-25.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.83% | 1049.15%-1026.3pp | 5156.27%-5133.4pp | 578.59%-555.8pp |
| Employer contribution / active EE | $7,052 | $5,256+34.2% | $4,696+50.2% | $4,876+44.6% |
| Participant deferral / active EE | $8,443 | $6,631+27.3% | $6,247+35.1% | $5,439+55.2% |
| Admin fee / account holder | $364 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |